2026-2027 Speaker Series

Live Safe, Healthy, and Smart 

Our purpose is to provide services and support to St. James' residents to enhance your ability to make 'aging in place' a reality. Each year NEST supports that goal with current topics the community will find valuable and interesting.  This year’s topics include:  The Market Outlook Now Through 2027; Six Pillars of Brain Health; Scams: What to Watch For and How to Handle It; Fall Proof Your Life; and, Signs of Aging - What's Normal? We have a great lineup of speakers this year who are knowledgeable in their respective topics. Please join us for another exciting NEST Speaker series! All programs will be held at the Homer E. Wright Event Center and are open to all St. James residents.

The Market Outlook – Now Through 2027

Tuesday, September 22, 2026 - 3:00-4:30 pm

Speaker:  Albert Elrod, Stifel Investment Services

If you are like many retirees, you want to make sure your portfolio will last until you do.  Albert Elrod, Southport Branch Manager of Stifel Investment Services, will discuss various topics that can impact an investment portfolio.  Topics include the overall health of the stock market, healthy vs. lagging market sectors, where Stifel sees interest rates going in the coming months and ways to make an investment portfolio more tax efficient.

From this session you will learn:

• What the overall health of the stock market is currently
• Market sectors to watch
• What analysts are predicting for interest rates in the coming months
• How to make an investment portfolio more tax efficient

This program will provide valuable insights for you to consider when looking at the health of an investment portfolio.

Location:  Homer E. Wright Event Center

Date:  Tuesday, September 22, 2026

Time: 3:00 to 4:30 pm, including a question and answer session

Please plan to arrive a few minutes early such that the program can begin on time. The program is FREE to attend, but we strongly suggest you pre-register due to limited seating capacity, in order to ensure you are able to participate.

Please register by clicking on the Registration button, or via the Help Desk at (910)250-8388. Registration closes on September 21st at 12 noon.

In case you cannot attend, following each event, the materials and recording of the presentation will be posted on the 2026-2027 Speaker Series page, under the Events tab on the website.