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Educational Classes | Model Club

Educational Classes

SSG II - KC
02/07/2015 8:30AM - 12:30PM

 VFW 846 Building
8804 Grant Ave.
Overland Park, KS 66212 (map)

Please click on the map link for details and directions


Cost: $25 for BetterInvesting members, $30 non-members.  $10 Walk-in Late Fees
 
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 On Line Tools software to teach the Stock Selection Guide (SSG). Emphasis will be on understanding the SSG, how to identify 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 Morning Star Stock Data Services.


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


All of the SSG Classes are progressive – each assuming you have an understanding of the information in the previous class. 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.

For those who would still like to complete the SSG manually, the SSG III class will be offered on Saturday, February 21st. 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

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.



Mutual Fund Expenses
02/14/2015 10:15AM - 11:45AM


Corinth Library
8100 Mission Rd
Prairie Village, KS 6208 (map)

Please click on map link for directions

Cost: Free, requires advanced registration by Friday preceding the session.

Click here for online registration


Learn about mutual fund expenses and expense ratios.

Investing Tips - St. Joe
02/14/2015 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



Guest speaker is Jason Sarsany. He is a financial adviser and will be discussing tips from a professional for becoming a better investor.

Click here to register on line

SSG III - KC
02/21/2015 8:30AM - 12:30PM

 
TBD


Cost:

$25 for BetterInvesting members, $30 non-members.  $10 Walk-In late fee.

Click here to register Online
 



 SSG III is designed for persons wanting to learn how to complete the SSG by hand vs. using the software.


SSG III completes both the front and back sides of the Guide. Entries on the visual portion of the front of the Guide include debt, insider and institutional holdings, and latest quarter sales and earnings. Historical Sales and EPS growth rate will be analyzed, and a projected rate of growth will be estimated.

On the back side, management is examined along with determining a P/E and price range for an acceptable buying opportunity.
Additionally, we calculate Relative Value (RV), determine the amount of risk, if bought, estimate the average yield, and the compound total return.

Please bring pens or colored pencils, a ruler, calculators, and the green BetterInvesting Stock Selection Handbook to all classes. A printed PowerPoint handout of each class presentation will be provided.

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.



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.


We are currently coordinating a list of topics with the featured speaker for our April 18, 2015 Investor Education Workshop Cy Lynch.

Cy, a lifetime member of BetterInvesting (BI) and the American Association of Individual Investors (AAII), frequently presents on investing topics online and in person throughout the country. He’s appeared in Smart Money and Business Week magazines and writes the “Growth Stock Outlook” column for Better Investing magazine.

He is also a regular contributor to the monthly online Roundtable sponsored by the Mid-Michigan BI Chapter, a program with participants analyzing their favorite stocks. Further information on presentation topics will be posted in the near future along with a brochure providing all the exciting details.

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.



Model Club

Kansas City OPEN Model Club Meeting
02/23/2015, 06:30PM - 08:30PM


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

                          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. 



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 6:30 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 6:30 p.m. to 8:30 p.m. All open meetings are free and open to the public.





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