Chapter Education Day
1492 Hewitt Avenue
St. Paul, Minnesota 55104
Description
Allen Holdsworth is from Illinois. He has been a member of BetterInvesting for 28 years and is the founder of his investment club. Allen has been a BI volunteer for many years, including as a Chapter Director in the Illowa and Heart of Illinois chapters and as a BIVA board member. He has taught classes and lectured on investing in 30 states and at 12 BetterInvesting National Conferences. In the past 8 years, he's performed 100+ portfolio reviews and was a guest on Bob Brinkers “Moneytalk” syndicated radio program. On Dec. 29, 2006 he had the opportunity to ring the closing bell on the NYSE. Allen always has more than one trick up his sleeve.
Agenda:
9:00AM - 9:30AM Registration
9:30 AM - 10:30 AM Getting the Most from the BI Website
10:30 AM - 11:30 AM Stock Screening for Good Ideas
11:30 AM - 12:30 PM Lunch (registration fee includes a box lunch) and Annual Meeting
12:30 PM - 1:30 PM Adding Judgment to the SSG
1:30 PM - 2:30 PM ETFs and Selecting Mutual Funds
Note: Allen has agreed to meet online with any club attending the Chapter Education Day to do a portfolio review.