Join Us for a Free Starting an Investment Club Webinar and Invite a Guest!

Click Here

                                 

Bookmark and Share




Search     
ValueLine Quick Quality: Many chapter members have asked for this form and article. Here are the links!
ValueLineQuickAnalysis.xls
ValueLineQuickQualityAnalysisInstructions.pdf


Webinar Aides:
In an effort to help chapter members attend webinars, we have presented a few links with helpful tips when attending a webinar.
3EasyStepsToAttendAWebinar.pdf
AudioDeviceRecommendations.pdf
GoToWebinar_Attendee_QuickRef_Guide.pdf

Treasurer Handouts: In an effort to help chapter club treasurers prepare tax documents for their club the St. Louis Chapter has prepared several educational documents. Below is a presentation followed by resources, examples, and other information to help prepare end of year tax documents for your investment club.
Closing the Books 2011 Tax Year Presentation
Resources011912.pdf
AuditForm2011forbivio.pdf
AuditChecklistIClubCentral.pdf
20111065TaxInstructionsBetterInvestingUpdated.pdf
AllocationofIandE2011.pdf
ExampleMONRP.pdf
ExampleWithdrawalReporttoSchK1.pdf
Example Form 1065-US Return of Partnership

Speaker Handouts:
During a recent visit by Allen Holdsworth, the following information was presented. Enjoy!
The4KeystoaGreatPortfoliohandouts.pdf


Events



Event

Location

Date

Details

3 Chicks Talk Stock July 2014St. Louis County Library (Mid-County Branch), 7821 Maryland Avenue, St. Louis, MO 631057/28/14
MO Model Investment Club August 2014St. Louis County Library (Mid-County Branch), 7821 Maryland Avenue, St. Louis, MO 63105 8/11/14
Illinois Model Investment Club Meeting August 2014O’Fallon Knights of Columbus 402 E. Highway 50 O'Fallon, IL 8/12/14
More Chapter Events

Article

Date

Details

Mark Robertson Presentation, PEG: Can this dog hunt?1/28/2012
Club Education Segment9/22/2009
Classes To Go--20109/15/2006
More Chapter Articles


Learning Events Near You:

Find a Chapter Near You

Corporate Partners

Learn more about

companies supporting

BetterInvesting's mission