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Educational Classes | Model Club | Monthly Meeting

Educational Classes

How to Start your own Investment Club - Second Saturday - St. Joe
05/09/2015 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

How to Start your own Investment Club



Free registration up to the morning of the presentation at the library or contact Connie Rehm at c3j10r@lycos.com


How to Start your own Investment Club



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
04/27/2015, 06:30PM - 08:00PM


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

                       



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.

Please click here to register Online



Monthly Meeting

KC Chapter Annual Planning Meeting
5/9/2015 in Leavenworth, KS


Baan Thai Resturant
301 South 4th Street
Leavenworth, KS 66048 (Map)

Click on Map for Directions


Cost: Free


The KC Chapter of Better Investing will conduct it's annual Planning Meeting on Saturday, May 9th, 2015.  The regular Chapter Meeting will be from 9:00 to 9:45 AM and the Planning Meeting for next years classes and events will be from 10:00 until 2:00 PM.  The meeting is open to anyone wishing to participate and offer suggestions. Lunch is on your own.

Click here to Register On Line



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