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Educational Classes | Model Club

Educational Classes

Screening for Promising Stocks - KC
09/12/2015 10:15 AM - 11:45 AM

 

Corinth Library
8100 Mission Rd.
Prairie Village, KS 66208 (map)

Click on map link for directions



Cost: Free advance registration by Thursday prececeding the session.

Click here to register Online.
 

Weather Cancellation Policy
In case of inclement weather when driving is dangerous, we will cancel classes and other activities. We can contact you the night before if we have the correct email address on your registration.



Learn sources to obtain names of companies that fit the criteria you are seeking for your investments.

Free Resources Available at the Library - St. Joe
09/12/2015 10:00 AM - 11:30 AM


Rolling Hills Library

Community Room
1904 N. Belt
St. Joseph, MO
(map)

Please click on map link for directions




Cost: Free registration at the library up to the morning of the presentation or contact:

Connie Rehm
c3j10r@lycos.com

 


Utilizing Value Line, various print materials and online resources in your stock studies.

Topeka Kansas Treasurers' Workshop
1/1/2015 thru 10/1/2015, 09:00AM - 04:00PM on a Saturday


Call Ann Borel for location & further details.

785-554-5954


Cost: Cost of all day class: $15.00 

Lunch is on your own


Get ready for your club's annual audit with a full review of the year's financial records - catch any errors now.  The audit should be done before taxes are filed. Then you are off to a clean start for the New Year.  Club Accounting options for cost saving will be discussed.

This workshop teaches accounting concepts and the responsibilities of the club treasurer.  BetterInvesting Club Accounting v.3 software, Online Club Accounting and bivio are used for the presentation but other software solutions are discussed.  Discussion also includes some club administration topics that can be taken back to the club, as well as the importance of a strong partnership agreement and bylaws.

We recommend that several members from each club attend as more than one member should be knowledgeable about club accounting and bookkeeping. 

Participants will need to attend for the entire day with a break for lunch.

Lunch on your own.

Sessions Scheduled by appointment only

Stock Selection Guide I - Leavenworth, KS
10/03/2015, Saturday from 08:30 AM - 12:30 PM

 
Armed Forces Insurance Conf Room
655 Biddle Boulevard
Ft. Leavenworth, Leavenworth, KS 66027 (map)


Allow 10-25 minutes to process through Visitor Control Center. A check in station is located north of Metropolitan Ave. & Hwy 7/73. Driving north on 4th St. & Hwy 7/73, proceed through the Metropolitan intersection and continue to check in at the station. It will take a couple minutes to run your driver's license through NCIC-III System for access; then you will return to Metropolitan; turn right/West; then the next right on to Ft. Leavenworth with your authorization.

See the map link for directions.



Cost: $25 for BetterInvesting members, $30 non-members, $10 Walk-in Late Fee.

Click here to Register Online




"Doing and Understanding the Stock Selection Guide"

Emphasis will be on understanding the SSG, how to identify good quality growth stocks, where and how to exercise judgment to determine the correct price to pay for a stock if purchasing, using suggested research sites found on the internet, and importing the data using MorningStar Stock Data Services.

SSG I completes the visual portion on the front of the Stock Selection Guide. Entries will include debt, insider and institutional holdings, latest quarter sales and earnings. Ten years of historical Sales and EPS growth rates will be analyzed, and a projected rate of growth will be forecast. Section 2, Evaluating Management, on the back side will also be analyzed, evaluated and taught.

SSG I & II can also be used as a refresher course if you need a brush up on your understanding of the SSG. Please bring pens or pencils and calculators to each class.

The Stock Selection Handbook, along with any of the other BetterInvesting Handbooks, will available for purchase at all classes for $15, or you can purchase them online at the BetterInvesting Store. Each class costs $25 or $30 for members/non-members and you will receive a printed Power Point handout of each presentation.

For those who would still like to complete the SSG manually, the SSG III class will still be offered later. SSG III is designed for persons wanting to learn how to complete the SSG by hand vs. using the software.

Click here to Register Online



Investing in Stocks - Columbia, MO
10/08/2015 7:00 PM - 8:45 PM


Daniel Boone Public Library
100 W. Broadway
Columbia, MO 65205 (map)

Please click on map link for directions

Cost: Free



Learn the basics of investing in stocks from two experienced investors.

GAAP vs. non-GAAP Expenses - Second Saturday
10/10/2015 10:15AM - 11:45AM

 

Mazuma Credit Union
7260 W. 135th St.
Overland Park, KS (map)
Please click on map link for directions



Cost: Free Class

Click here to register online


Learn the meaning of these terms and how they relate to companies you are studying.

Sector Shopping - St. Joe
10/10/2015 10:00 AM - 11:30 AM

 

Rolling Hills Library
Community Room
1904 N. Belt
St. Joseph, MO
(map)

Please click on map link for directions



Cost: Free Registration at the library up to the morning of the presentation or contact:

Connie Rehm

c3j10r@lycos.com



Using Value Line and finviz to study the hottest sectors for investments.

Stock Selection Guide (SSG) II - Leavenworth, KS
10/17/2015, Saturday from 8:30 AM - 12:30 PM


Armed Forces Insurance Conf Room,
655 Biddle Boulevard
Ft. Leavenworth, Leavenworth, KS 66027
(map)

Allow 10-25 minutes to process through Visitor Control Center. A check in station is located north of Metropolitan Ave. & Hwy 7/73. Driving north on 4th St. & Hwy 7/73, proceed through the Metropolitan intersection and continue to check in at the station. It will take a couple minutes to run your driver's license through NCIC-III System for access; then you will return to Metropolitan; turn right/West; then the next right on to Ft. Leavenworth with your authorization.


Please click on the map link for details and directions.



Cost: $25 for BetterInvesting members, $30 non-members, $10 Walk-in Late Fee.

Click here to Register Online


"Doing and Understanding the Stock Selection Guide"

This program year the Kansas City Chapter of BetterInvesting will be using BetterInvesting software to teach the Stock Selection Guide (SSG). Emphasis will be on understanding the SSG, how to identify good quality growth stocks, where and how to exercise judgment to determine the correct price to pay for a stock if purchasing, using suggested research sites found on the internet, and importing the data using MorningStar Stock Data Services.

The Stock Selection Guide II (SSG) Class is a continuation of SSG I. SSG II completes the back of the Guide. Evaluating Management is analyzed and examined more thoroughly and it is on the back that we determine a P/E and price range for an acceptable buying opportunity, calculate the Relative Value and PEG, determine the amount of risk, if bought, estimate the average yield, and the compound total return.

SSG I & II can also be used as a refresher course if you need a brush up on your understanding of the SSG. Please bring pens or pencils and calculators to each class.

The Stock Selection Handbook will be available for purchase at all classes for $15, or you can purchase it online at the BetterInvesting Store before attending classes. Everyone will receive a printed PowerPoint handout of each presentation.

For those who would still like to complete the SSG manually, the SSG III class will be offered later. SSG III is designed for persons wanting to learn how to complete the SSG by hand vs. using the software.

Click here to Register Online



2015 Fall Investor Education Workshop
10/24/2015 9:00 AM - 12:30 PM

 

Mazuma Credit Union
7260 W. 135th St.
Overland Park, KS (map)


Please click on map link for directions



Cost: BI Members with ID# $25.00
Non Members $30.00
Walk-In registration at the door $35.00

Click here to register online.


Increase your investment knowledge and to become better acquainted with businesses in the Kansas City area.  Representatives of other local businesses will  be included in the workshop.

Click here to register online.



KC Treasurer's Workshop
01/01/2015 9:00AM - 4:00PM, 10/31/2015 on a Saturday


Contact Dennis Boatright for lacation & further details

drboatright4@gmail.com



Cost: Cost of all day class: $15.00

Lunch is on your own.


This workshop teaches accounting concepts and the responsibilities of the club treasurer.  The software used for the presentation will be Club Accounting 3, Online Club Accounting and Bivio.  Discussion also includes some club administration topics that can be taken back to the club, as well as the importance of a strong partnership agreement and bylaws.  Session will be held from 9:00 a.m. to 4 p.m.  Lunch on your own.



Stock Selection Guide (SSG) III - Fort Leavenworth, KS
10/31/2015 8:30am - 12:30 pm


Armed Forces Insurance Conference Room
655 Biddle Avenue
Fort Leavenworth, KS (map)

Visitor Access to Ft. Leavenworth: Allow 10-15 minutes to process through Visitor Control Center. A check is located north of Metropolitan Ave. & Hwy 7/73. Driving north on 4th St./Hwy 7/73, proceed through the Metropolitan intersection and drive to check in at the station. It will take a couple minutes to run your driver license through NCIC-III System for access; then you will return to Metropolitan; turn right/West; then next right on to Ft. Leavenworth with your authorization.

Please click on map link for directions.


Cost: $25 for BetterInvesting members, $30 non-members, $10 Walk-in Late Fee.

Click here to register online


This program year the Kansas City Chapter of BetterInvesting will be using software programs to teach the Stock Selection Guide (SSG), however, SSG III will still be offered for those that like to complete the SSG manually.

We will use Value Line data and show you how to analyze a stock to determine if it is a good growth stock and if the price is right to purchase.
SSG III completes both the front and back sides of the Guide.

SSG III also provides a discussion on exercising judgment, for more accurate stock prediction.

Click here to register online



Review of Using Toolkit 5/6 - Fort Leavenworth
11/07/2015 Saturday from 08:30 AM - 12:30 PM


Armed Forces Insurance Conf Room,
655 Biddle Boulevard
Ft. Leavenworth, Leavenworth, KS 66027 (map)

Visitor Access to Ft. Leavenworth: Allow 10-15 minutes to process through Visitor Control Center. A check is located north of Metropolitan Ave. & Hwy 7/73. Driving north on 4th St./Hwy 7/73, proceed through the Metropolitan intersection and drive to check in at the station. It will take a couple minutes to run your driver license through NCIC-III System for access; then you will return to Metropolitan; turn right/West; then next right on to Ft. Leavenworth with your authorization.


See the map link for directions.


Cost: $25 for BetterInvesting members, $30 non-members, $10 Walk-in Late Fee

Click here to Register Online


For those who want to gain a better understanding of stock research tools available to users of toolkit software.

Mutual Fund Expenses
11/14/2015 08:30AM - 11:30AM

 

Armed Forces Insurance Conf Room,
655 Biddle Boulevard
Ft. Leavenworth, Leavenworth, KS 66027 (map)

Visitor Access to Ft. Leavenworth: Allow 10-15 minutes to process through Visitor Control Center. A check is located north of Metropolitan Ave. & Hwy 7/73. Driving north on 4th St./Hwy 7/73, proceed through the Metropolitan intersection and drive to check in at the station. It will take a couple minutes to run your driver license through NCIC-III System for access; then you will return to Metropolitan; turn right/West; then next right on to Ft. Leavenworth with your authorization.

See the map link for directions.

 


Cost: $25 for BetterInvesting members, $30 non-members, $10 Walk-In Late Fee

Click here for online registration


Learn about mutual fund expenses and expense ratios.

Adding Top Stocks to Yahoo Portfolio - St. Joe
11/14/2015 10:00 AM - 11:30 AM

 

Rolling Hills Library
Community Room
1904 N. Belt
St. Joseph, MO
(map)

Please click on map link for directions



Cost: Free registration at the library up to the morning of the presentation or contact:

Connie Rehm

c3j10r@lycos.com



Identifying the top stocks in the hottest sectors as follow-up to October's Sector Shopping.

Model Club

Kansas City OPEN Model Club Meeting
10/26/2015, 06:15PM - 08:00PM


Cedar Roe Library
5120 Cedar St.
Roeland Park, KS
(map)


Please click on map link for directions



Cost:

Free

Please click here to register Online

                       



KANSAS CITY CHAPTER OPEN
MODEL INVESTMENT CLUB

Open Model Club Meetings offer an opportunity to observe an experienced investment club in action. The meeting is open to persons already in clubs or those wanting to join a club or get a club started. The sessions will begin at 6:15 p.m. with a 30-minute presentation on a topic of interest to all investors, followed by an actual meeting.

Observers will have an opportunity to see the Model Club members review the portfolio of holdings and investigate new stocks through an Industry Study. Following the meeting, observers may ask questions about investment club procedures, starting a club and/or maintaining the memberships and interest in their current club. Sessions are scheduled on Mondays from 6:15 p.m. to 8:00 p.m. All open meetings are free and open to the public.

Please click here to register Online





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