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Educational Classes | Model Club

Educational Classes

Basics Of Investing
10/03/2016 7:00 - 9:00PM



Rockville Memorial Libary (directions)
21 Maryland Avenue
Rockville, MD 20850

Park in Garage A or B for validated parking in Rockville 
Town Square Garage. 


Cost:

Free.



Learn key investing terminology; understand risk vs. reward; the 4 principles of BetterInvesting-styled investing; and basic concepts behind the Stock Selection Guide (SSG) analysis.

Instructor: Joy Garrish



Financial Book Discussion Group (2nd Tuesday)
09/13/2016 10/11/2016, 11/08/2016, 12/13/2016 7:30 to 8:30pm


 
Oakton Library (directions)
Lynnhaven Place
Oakton, VA  22124
(703) 242-4020

Cost: Free


The Financial Book Discussion Group meets monthly and is open to anyone. 

August 2015: Why Moats Matter  - The Morningstar Approach to Stock Investing by Heather Brilliant and Elizabeth Collins 



When You Change The Rules A Little, You Change The Game A Lot: Company Valuations?
10/15/2016, 9:00 - 11:30 am


Ronald J. Ernst Community Culutural Center (directions)
Northern VA Community College
8333 Little River Turnpike
Annandale, VA 22003
Telephone: 703-323-3000

Campus Location


Cost:

Cost: $35 ($40 after October 11th; $45 at the door, space permitting). On-line preferred.





An award-winning investment manager, frequent guest of the media, and featured speaker at investment shows nationwide, Ron Muhlenkamp's entire business career has been devoted to the professional management of investment portfolios. His work since 1968 has been focused on extensive studies of investment management philosophies, both fundamental and technical. As a result of this research, he developed a proprietary method of evaluating both equity and fixed income securities, which continues to be employed by Muhlenkamp & Company. In addition to publishing his quarterly newsletter, Muhlenkamp Memorandum, Mr. Ronald Muhlenkamp is the author of Ron's Road to Wealth: Insights for the Curious Investor.



Financial Databases (Montgomery County)
10/17/2016 7:00 PM - 9:00 PM



Rockville Memorial Libary (directions)
21 Maryland Avenue
Rockville, MD 20850

Park in Garage A or B for validated parking in Rockville Town Square Garage.



Cost: Free


This session will explore two online financial investing resources available through Montgomery County Public Library that provide valuable information for analyzing publicly traded stocks and mutual funds: Value Line and MorningStar. Since each service provides extensive information, this introduction will provide an overview.

Instructors: Gillogly and Williams

Basics of the SSG and Beyond (3 Sessions) -- 2 Saturdays
11/12/2016, 11/19/2016 09:00 AM - 4:00 PM

 


Northern Virginia Center (directions)
7054 Haycock Rd.
Falls Church, VA 22043

100 yards from the West Falls Church Metro
Station (Orange Line). Free parking on Saturdays.


Cost:

$80 for all 3 sessions; or $50 for session one; or $30 each for sessions two or three, respectively. Pay online, or send a registration form with a check payable to the DC regional Chapter/NAIC to:

DC Regional Chapter/BetterInvesting
Course Registrar
2334 N. Oak Street
Falls Church, VA 22046

Note: Online payments with Eventbrite are subject to a conveniece charge.



This series of courses is for both beginning and experienced investors. It provides an understanding of the concepts behind BetterInvesting's fundamental analysis tool, the Stock Selection Guide (SSG) and an opportunity to improve your investing skills.  Students will be introduced to BetterInvesting-approved software tools.

Session 1 (Nov. 12 - 9:00 AM to 4:00 PM):
Stock Selection Method of Choice.
  Gain an indepth understanding of the stucture and method of Betterinvesting’s  fundamental analysis tool. 


Session 2 (Nov. 12 - 9:00 AM to 12:00 Noon):
Software to Improve Stock Selection. 
 Complete and an SSG using both BetterInvesting's Online SSG Tool and Investor's Toolkit 6. 

Session 3 (Nov. 19- 1:00 to 4:00PM):
Improve Your Analysis Skills.
  Practice making good estimates of the five major judgment points of the SSG.



Model Club

Model Investment Club
09/29/2016, 10/20/2016, 11/17/2016, 12/15/2016 7:00 - 8:30 PM



Dolley Madison Library (directions)
1244 Oak Ridge Avenue 
McLean, VA 22101 
(703) 356-0770


Cost: No Charge.


Do you want to be involved in an investment club? Looking for investment ideas? Try participating in the D.C. Chapter's Model Club, where members invest real money in a portfolio of stocks, analyze potential investments, and make recommendations for stock purchases and sells just as in any portfolio.



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