Join Us for a Free Webinar to Learn More About Our Tools, Resources and Education!

Click Here


Bookmark and Share


Hello to all BI Patriot Chapter members and BI members in Vermont.

This week marks the end of the existence Mass Chapter and the birth of the Patriot Chapter. The Mass Chapter has been operating for over thirty years and many individuals deserve credit for keeping the Chapter going through good times and bad. With the election of a 9 person Patriot Chapter Board we are anticipating a more active period to Chapter activities in the tri-state area of MA, CT and RI. A big thank you to those who have contributed to the Mass Chapter over the years and welcome to those now undertaking the building and expansion of the Patriot Chapter.,

The election produced for the first time in a very long time a Director representing western Mass. Bill Sayre of Williamsburg is now covering western Mass for the Chapter and having a Director in that area is already paying dividends. We have already established contact with a local library which is contemplating starting an Investment Club. Having Bill nearby certainty facilitates the communications.

We are committed to continuing the large number of Club visits which we feel are valuable in establishing a relationship with our membership. As a start from Sept. 29 to Oct 15 we will be doing 5 Club visits across three states.,

In addition the Patriot Chapter has 2 model Clubs. One meets in the traditional manner while a second meets online. Details about these Clubs are posted below. 

During the fiscal year which begins on October 1 the Chapter will be participating in a new member program being conducted by BI. We are looking at new ways to communicate with and eventually recruit new members.,

Over the next few months we will be providing details of these endeavors and hopefully reporting on their success.,

As we are still in transition to the Patriot Chapter, please communicate with the Chapter using the following address until we can make the needed changes and additions resulting from the election and merger of the chapters.,

The next Memo will be published on Monday Oct 13.

Paul Graveline,

President Mass / Patriot Chapter BetterInvesting,,



Paul Graveline President,

Ernie Felzani Vice President (temporarily route emails through,

Member Contact Line: 508-337-2970 ,

Upcoming Chapter events:,

9/29/14 Club Visit: Refuse to Lose Investment Club Boston MA (Portfolio Review),

10/7/14 Club Visit: Down Hill Investment Club Johnson VT,

10/8/14 Club Visit: The Fortune Group Williston VT,

10/9/14 Club Visit: Hidden Assets Investment Club Newburyport MA ,

10/11/14 Patriot Chapter Online Model Club 1100a,

10/15/14 Club Visit: Massaco Investment Club Hartford Ct (Portfolio Review),

10/16/14 Mass Chapter Model Club Bedford MA. Contact: Ernie Felzani. (Temporarily route emails through Next 10/16,

TBD Club Visit: Ladies of the Season Investment Club (Portfolio Review),

TBD Club Visit: The BUFF Investment Club Thompson CT,



Clubs looking for new members:,

Mass Chapter Model Club Third Thursday Bedford 700p Next, 10/16,

Yankee Chapter Model Club Second Saturday 1100a-1230p ONLINE ONLY CLUB Ira Haas at (Anyone is welcome to attend even if they don’t have an interest in joining. Next 10/11.,

Sea Notes Investment Club Yarmouthport firehouse Margaret,



Details at,


Date Day Time (EDT0 Fee Class Name,

10/1/2014 Wed 8:30 PM No StockUp Series - New,




See the Monday Memo above for the latest Mass Chapter events.

Learning Events Near You:

Find a Chapter Near You

Corporate Partners

Learn more about

companies supporting

BetterInvesting's mission