Annual Meeting and Education Program
09/16/2024
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7:00 pm - 8:45 pm CT
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Cost: Free and open to all
Description
The short Annual Meeting will include a discussion of upcoming programs, goals for the next fiscal year, nominations and election of chapter board members.
For our program this year, guest speaker Allen Holdsworth will do a portfolio review, similar to the Repair Shop column featured in the BetterInvesting Magazine. The portfolio reviewed will be selected from portfolios submitted by St. Louis area investment clubs.
Allen Holdsworth has performed over 100 portfolio reviews for investment clubs. He is the 2024 winner of the national Ken Jancke Lifetime Achievement Award from BetterInvesting for his work teaching classes and being director and president of the BetterInvesting Volunteer Advisory Board.
This education program will give you insight into 8-10 specific stocks as well as how to look at a portfolio as a whole.
This is an in-person meeting. We hope to see you at the Center of Clayton on September 16.
For our program this year, guest speaker Allen Holdsworth will do a portfolio review, similar to the Repair Shop column featured in the BetterInvesting Magazine. The portfolio reviewed will be selected from portfolios submitted by St. Louis area investment clubs.
Allen Holdsworth has performed over 100 portfolio reviews for investment clubs. He is the 2024 winner of the national Ken Jancke Lifetime Achievement Award from BetterInvesting for his work teaching classes and being director and president of the BetterInvesting Volunteer Advisory Board.
This education program will give you insight into 8-10 specific stocks as well as how to look at a portfolio as a whole.
This is an in-person meeting. We hope to see you at the Center of Clayton on September 16.
