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Educational Classes

Educational Classes

St Joseph - 2nd Saturday - Battle of the Analysis!
04/11/2015 10:00AM - 11:30AM

 

Rolling Hills Library

Community Room

1904 N. Belt

St. Joseph, MO (map)

Please click on map link for directions



Cost: Free registration up to the morning of the presentation at the library or contact Connie Rehm at:  c3j10r@lycos.com

Click Here to Register On Line


The topic this month is a Fundamental and Technical Analysis Mash-up. We will be seeking great companies whose charts show a timing opportunity. Battle of the Analysis!

Click Here to Register On Line

Free registration up to the morning of the presentation at the library or contact Connie Rehm at:    c3j10r@lycos.com


KC Chapter Investor Education Workshop
04/18/2015 8:30AM - 3:30PM

 

KU Edwards Campus
Regnier Hall 153
12600 Quivira Rd.
Overland Park, KS
(map)

Please click on map link for directions



Cost: $35 for BetterInvesting members, $40 non-members.  $45 Walk-In fee.

Click here to register Online

Please register on line so we know how many copies of the hand out material we have to prepare for each attendee.


Don’t miss this opportunity to learn from the featured speaker Cy Lynch, a noted presenter on investing topics online and in person throughout the country. Whether you are a novice or an experienced investor, Lynch will present fresh ideas for your stock studies and portfolio management. Bring your entire club membership to this workshop!

Lynch has appeared in Smart Money and Business Week magazines and writes the "Growth Stock Outlook" column for BetterInvesting Magazine. He is currently in full-time study at McAfee School of Theology in Atlanta GA and serves as youth minister at his church. A life-long Atlanta Braves fan, he is a season ticket holder.

Lynch will share his long-term investing experience with the following topics:

· Growth — What It Is and Why It’s Important

· Show Me the Money — Focus on Total Return

· Portfolio Centered Decision Making

CyLynch.png

Cy Lynch, is a lifetime member of BetterInvesting and the American Association of Individual Investors (AAII). He is also a regular participant in the BI Mid-Michigan Chapter Roundtable program.



Click here to register Online



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

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


Contact Dennis Boatright for lacation & further details

dboatright4@att.net



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.





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