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PATRIOT CHAPTER BI MONDAY MEMO 10/27/14 Hello to all BI Patriot Chapter members. CLUB VISIT

A contingent from the Patriot Chapter Board of Directors (President Paul Graveline, VP Ernie Felzani and CT Director Ira Haas) descended on the Massaco Investment Club of West Hartford CT last week. We were met by an enthusiastic group of investors who have been in business for over 20 years. UPCOMING PATRIOT CHAPTER EVENTS


10 Jan 15 SATURDAY: Tax Workshop for Treasurers

Last year the Chapter held a Tax Workshop with the highly qualified Jim Gleason in early February. We have had requests to present it earlier in the year so it will be held this year on SATURDAY JANUARY 10, 2015. Jim will be the presenter again this year.

The location and specific time has not been determined as yet. We are considering conducting this in conjunction with another presentation but we have not yet worked out the details.


As we conduct Club visits around the four states which we serve (MA, CT, RI and VT), a lot of Clubs request training in the SSG. We are working on developing a webinar to be given by Chapter VP Ernie Felzani presenting a general overview of the SSG’s main sections. Members are frequently confused on which parts are automatically completed and which sections require the user to make a judgment call based on their own research. We anticipate it would be in mid-February.

NEW EMAIL ADDRESS FOR PATRIOT CHAPTER OFFICERS AND DIRECTORS Now that the merger with the Yankee Chapter is official, BI has assigned new email addresses to the Officers and Directors. Here are the current emails for those people:

President Paul Graveline

Vice President Ernie Felzani

Secretary Virginia Devlin

Treasurer Judy Karlin

Contact Person Bill Stafford

Director Bill Sayre

Director Terie Rixman

Director Len Delmolino

Director Ira Haas


The latest issue of the BI Magazine (with “Gotta Pony Up” on the cover) has a picture of the Deaf Tree Club in Lowell MA receiving an Anniversary Certificate. There is a short accompanying article. Check it out on p. 44.


Last month we reported the combined four state region has about 1213 members. Unfortunately our Interspire mailing service reports that it only sends the Monday Memos to about 662 recipients. Part of this is that a lot of members do not have an email address registered with BI. Another reason is that a lot of members have elected not to receive messages from the Chapter by not clicking the option to receive local messages.

This suggests two things:

1/ Please log on to the BI site and go to your personal profile and make sure that you have a valid email address listed with BI.

2/ Be sure you have checked that you want to get messages from your local Chapter.

As always we request that members receiving the Monday Memos send them to all other members of their Clubs to obtain the widest possible distribution of the Memos. As we have stressed many times, communications is one, if not the greatest, challenge to the Chapter.

You can expect another Monday Memo in your mailbox on November 10.

Paul Graveline

Patriot Chapter BetterInvesting



Paul Graveline President

Ernie Felzani Vice President

Member Contact Line: 508-337-2970

Upcoming Chapter events:

11/3/14 BUFF Investment Club Thompson CT (portfolio review)

11/13/14 Mass Chapter Model Club Bedford MA. Contact: Ernie Felzani.

11/20/14 Public Event: Williston VT Investing Wisely in the Stock Market

Want to learn more about investing in the stock market? The Fortune Group Investment Club will present an overview of how to easily invest in the stock market as a member of a Club (even though you may never before purchased shares of any stock). There will be a presentation on basic principles of investing using resources and tools from the Better Investing organization.

Where: Dorothy Alling Monday Memorial Library in Williston

Date and Time: November 20, 5:30 - 6:30PM

For more information contact Shirley Katz at

1/10/14 Tax Preparation Meeting with Jim Gleason Info from


Clubs looking for new members:

MA Bedford: Mass Chapter Model Club Third Thursday Bedford 700p Next, 11/13

MA Yarmouthport: Sea Notes Investment Club Yarmouthport firehouse Margaret

Online -Yankee Chapter Model Club Second Saturday 1100a-1230p ONLINE ONLY CLUB Ira Haas at (Anyone is welcome to attend even if they don’t have an interest in joining.) Next 11/8.

CT Farmington Valley Region CT: Massaco Investment Club of West Hartford . Candace Fisher at

Boston Area: Refuse to Lose Investment Club Boston Robin Preston


Details at

Date Day Time (East) Fee Class

10/28/2014 Tues 8:30 PM No Volunteer Training

11/6/2014 Thurs 8:30 PM No StockUp: Weeding and Feeding Your Portfolio

11/13/2014 Thurs 8:30 PM No Open House

11/19/2014 Wed 8:30 PM No TickerTalk

11/20/2014 Thurs 8:30 PM No SSGPlus Tutorial

12/4/2014 Wed 8:30 PM No Volunteer Training

12/9/2014 Tues 8:30 PM No Easy Research Using the CoreSSG and SSGPlus

12/10/2014 Wed 8:30 PM No Club Treasurers Workshop: Closing Your Club’s Books at Year End

1/7/2015 Wed 8:30 PM No StockUp: A Look Under the Hood of LKQ Corp

1/13/2015 Tues 8:30 PM No Volunteer Training

1/21/2015 Wed 8:30 PM No TickerTalk

1/26/2015 Mon 8:30 PM No Stock Comparison Guide Tutorial

2/4/2015 Wed 8:30 PM No StockUp: Yes! We Do Sell Stock!


See the Monday Memo above for the latest Mass Chapter events.

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