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Welcome to the Mass Chapter BI Info Page 3/21/14 The Mass chapter of BI has had a successful winter and is looking to the spring with enthusiasm. We have been conducting a number club visits which we feel have gone very successfully. We already have scheduled a number for the spring period and if you would like a visit from Chapter officers, please contact me. We do two types of meetings. One is more of a social visit to get acquainted with the Clubs and members of the Chapter. A second more business oriented event involves a portfolio evaluation by Chapter VP Ernie Felzani during a 90 minute presentation. There is a $50 charge for an evaluation presentation as it requires a large amount of preparation. The chapter is also looking into the increase use of the internet to expand our outreach and to establish online investment clubs to encourage participation of members who might not be able or unwilling to join a traditional club for travel or other reasons. The chapter is developing a program to promote financial literacy among young people by establishing a Parent (Grandparent/Child (Grandchild) online investment club. Our slogan is: “Share the power of financial literacy with the next generation.” We continue to publish a weekly “Monday Memo” to inform the members of the Chapter’s activities. If you are not receiving the Memos, please go to your profile here at the Bi site and make sure you have a valid email address listed. Also be sure to check that you want to receive information from your local Chapter. We also sponsor a Mass Chapter Model Club especially designed for newer investors who would like to learn about investing while being able to participate in an active investment club. It meets in Bedford on the third Thursday of the month. If you have any questions or comments, please let us know. Paul Graveline President Mass Chapter BetterInvesting


Upcoming Chapter events: 4/10/14 Club Visit River Valley Women’s’ Investment Group Merrimack Valley (Portfolio Review) 4/17/14 Thursday Mass Chapter Model Club meeting Bedford ( 4/24/14 Thursday Club Visit Mighty Mavens Investment Club Northampton (Portfolio Review) 5/12 Club Visit Women Investing Wisely Hopkinton (Portfolio Review) 5/13/14 Deaftree Investment Club Lowell 5/15/14 BI National Convention Chicago

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