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Webinar Archives

These recorded webinars are free and available to all individuals interested in stock investing and those considering membership in BetterInvesting. We ask only that you share them with others you know who would benefit from the information and education offered. Plus, anyone who signs in to view a recording will receive email notifications highlighting features of BetterInvesting membership and related benefits.

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Guest Speaker Series Presentations

6 Retirement Account Options Every Retiree Must Know - Picking the Right One After You've Left Your Job
Presented by Christi Powell
In this session of the BetterInvesting Guest Speaker Series Christi Powell helps you answer questions about your retirement accounts. Now that you are counting down to retirement, what are you going to do with your accounts? What do you need to know about taxes, required minimum distributions and estate issues? How do  you make the most of what you have worked so hard to accumulate? Christi will provide answers to these questions and more in this information packed presentation.
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Presentation Handout
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Savvy Social Security Planning: What You Need to Know to Maximize Retirement Income
Two part series
In this two part session of the BetterInvesting Guest Speaker Series, Christi Powell, Owner of Falcon Financial of Oklahoma, LLC and BetterInvesting volunteer will help you discover ways to maximize your Social Security income in retirement. Social Security represents a large portion of many retiree's income.  It is one of the few assets we have that we cannot outlive and that has an inflation factor. Christi will address the five major questions people raise about the program and their benefits.  This is an in-depth two part class you must view to help you discover ways to maximize your retirement income, even if retirement is still a long ways off.
 
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View Recording of Part 2

Handouts:
Presentation Handout Part 1
Presentation Handout Part 2
Free Digital Membership Offer

Dividends Still Dont Lie - Lessons Learned Over 50 Years
Presented by Kelley Wright
In this session of the BetterInvesting Guest Speaker Series, Kelley Wright, Managing Editor of Investment Quality Trends covers the Dividend Value strategy from soup to nuts; everything we have learned about quality, value, and dividend-centered investing since 1966.For 50 years Investment Quality Trends has provided investors the research, analysis and tools to identify high-quality, blue-chip stocks and to know when they offer good value. This is information you can use to make informed buy, sell and hold decisions about stocks for your portfolio.
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Handout:
Presentation handout

Happy Birthday Bull?
Presented by Sam Stovall
In this session of the BetterInvesting Guest Speaker Series, Sam Stovall, Managing Director - U.S. Equity Strategy of S&P Global Market Intelligence's Equity Research group, talks to BetterInvesting members and their guests about current stock market conditions, the near term outlook for the stock market, signals to look for, and suggestions for setting up successful stock portfolios.
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Handout:
Presentation handout

The Ins and Outs of Investing With ETFs
In this session of the BetterInvesting Guest Speaker Series, Ben Johnson, CFA – Director of Global ETF Research and Editor Morningstar ETFInvestor at Morningstar talks about exchange traded funds (ETFs), why use them, trading best practices, using ETFs as core building blocks in your portfolio, and a tactical approach to investing with ETFs. Ben also shares several of his favorite ETFs with the audience.
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Handout:
Presentation slides (1 per page; color) (PDF)
Presentation slides (3 per page; B/W) (PDF)

More Presentations Available to BetterInvesting Members:

The Savage Truth About Money - Personal Finances Beyond the Stock Market
Presented by Terry Savage, a nationally recognized expert on personal finance, the economy.

StockUp - Yes! We Do Sell Stock!
Presented by Scott Horsburgh, CFA and president of the investment management firm Provident Investment Management.

Great Companies: Past, Present and Future
Presented by Annell Danczyk, CFA, and Eric Vermulm, CFA, Stack Financial Management.

Do Not Dump Those Dividends
Presented by Sam Stovall, S&P Capital IQ's Equity Strategist

BetterInvesting Membership Presentations

Open House: Come On In and Sample Our Resources
Presented by Kamie Zaracki and Dennis Genord
The BetterInvesting Open House is an open invitation to anyone who wants to learn more about how to take control of their investments using BetterInvesting's unparalleled educational programs, powerful online stock investing tools and in-depth investor information. Here you'll have the opportunity to sample many of our member-only resources at no cost or obligation.
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Handout: 
Presentation slides  (PDF)

Introduction to Stock Investing - Your Path to Better Investing
Presented by Dennis Genord
Learn how the BetterInvesting stock selection process and the BetterInvesting Stock Selection Guide (SSG) will help you make informed and profitable investing decisions. Find out how to recognize and evaluate industry leaders, determine when to buy a stock, how much to pay and how to choose stocks for stability and long-term growth. Make BetterInvesting the foundation of your stock investing.

Join Dennis Genord, BetterInvesting's Director of Education as he presents an overview of the key criteria that BetterInvesting investors have considered since 1951 to identify and evaluate quality growth companies as long term investments. You will learn basic terminology and fundamental concepts of investing in company stock.  The common sense stock selection process used by BetterInvesting members for 65 years is demonstrated. Your journey toward financial success begins as soon as you understand and employ BetterInvesting’s basic investment principles that are central to the BetterInvesting philosophy.
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Handouts:
Presentation Handout 
Free Membership Offer

How We Invest - Your Path to Better Investing
Presented by Dennis Genord
Investing is fun and rewarding but it should be done standing on a solid financial foundation. Learn how the BetterInvesting stock selection process and the BetterInvesting Stock Selection Guide (SSG) will help you make informed and profitable investing decisions. Find out how to recognize and evaluate industry leaders, determine when to buy a stock, how much to pay and how to choose stocks for stability and long-term growth. The common sense stock selection process used by BetterInvesting members for 65 years is demonstrated.
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Presentation Handout (PDF)

Handout: Free Membership Offer

Features of Your BetterInvesting Membership
Presented by Dennis Genord
This webinar will orient you to the BetterInvesting member website and help you get the most from your membership. We’ll show you how to get started quickly and where to find key education, BetterInvesting’s time honored stock selection tools and investment information resources.
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BetterInvesting Member Benefits

Getting Started With Investment Clubs
Presented by Kamie Zaracki and Dennis Genord
This presentation is for anyone who wants to learn about investment clubs and how they provide the perfect environment for individuals to learn to invest successfully and profit in the stock market. As prescribed by BetterInvesting, the organization that founded the investment club movement in the U.S. over 60 years ago, investment clubs provide a safe, supportive and collaborative environment for any individual to learn the skill of stock investing and portfolio management. Here you'll have the opportunity to access all the resources you need to start a club of your own at no cost or obligation.
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Handout:
Presentation Handout

Starting an Investment Club Series - Session 1
BetterInvesting investment clubs provide a supportive environment for investors to learn the skill of stock investing. Please join our presenters Carol Theine of the BetterInvesting Volunteer Advisory Board and Ken Kavula of the Mid-Michigan Chapter of BetterInvesting as they present the benefits of starting an investment club, how to get one started and where to find the resources you need to run a successful club.
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Handout:
Starting an Investment Club (PDF)
Start a Club Flyer (PDF)

Starting an Investment Club Series - Session 2
This session of the Starting an Investment Club Series focuses on getting you organized for your first investment club meeting. Presenters Carol Theine and Ken Kavula guide new investment clubs through this important step of the getting started process, direct clubs to valuable resources and present real world examples from which all club members can benefit.
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Handout:
Starting an Investment Club (PDF)

Starting an Investment Club Series - Session 3 - Your Club's Up and Running...Now What?
Presented by Ken Kavula and Carol Theine
In our two previous sessions we discussed the tasks associated with getting your investment club started. Now that your club is up and running, it's time to focus on capital contributions and learning how to invest that capital wisely. Remember, building a profitable portfolio of good quality stocks is our goal. And to do that successfully the club needs to put an education program in place that ensures all club members are learning and working toward the same goal.
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Handout:
Starting an Investment Club Flyer
Presentation Handout


Online Stock Tools Webinar Recordings
All of the current online stock tools webinars are posted on the BetterInvesting YouTube channel at www.youtube.com/BetterInvesting  where they can be viewed by those in the BetterInvesting community as well as by those who simply want to learn more about our SSG methodology and products.

We encourage you to share these videos with anyone who might be interested. Also, please consider subscribing to our YouTube channel so you are automatically notified of new videos, "liking" the videos (clicking the thumbs up icon), commenting on the videos and sharing them in your personal social media channels.

SSGPlus Tutorial
Presented by Suzi Artzberger
This tutorial includes a demonstration of how to walk through the SSGPlus app to complete a Stock Selection Guide as well as highlights of the newer features.
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SSGPlus Quick Start Guide (PDF)
More Information on SSGPlus

CoreSSG Stock Analysis Tool Tutorial
Presented by Ann Cuneaz
BetterInvesting’s CoreSSG online application is the perfect tool to help new investors learn the basics of fundamental stock analysis while actively completing a Stock Selection Guide (SSG). See how easy it is to navigate step-by-step through a stock study using the CoreSSG in the tutorial.  Key features are reviewed and demonstrated.
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CoreSSG Quick Start Guide (PDF)
CoreSSG Tutorial Handout (PDF)
More information on CoreSSG

Online Tools Tutorial Featuring the Stock Comparison Guide
Presented by Suzi Artzberger
Learn how to use the Online Stock Comparison Guide and review new features of the Online Stock Selection Guide.
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What’s New in Tools: CoreSSG and SSGPlus
 Presented by Suzi Artzberger
This fast-paced class provides an overview of the most recent changes to the CoreSSG and SSGPlus stock selection tools.  Recent changes to the Stock Comparison Guide and Online Stock Screener are also reviewed. 
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Handouts
Presentation Slides - 4 Per Page (PDF)
Compare CoreSSG, SSGPlus and Toolkit 6 (PDF)
CoreSSG or SSGPlus - Which Version is Right for Me? (PDF)
How To Import Files from Toolkit (PDF)

Portfolio Tools in CoreSSG and SSGPlus
Presented by Suzi Artzberger
This tutorial demonstrates how to set up new portfolios and edit existing portfolios in the Portfolios and Studies section of the SSGPlus and CoreSSG apps. Portfolio reports available in SSGPlus and CoreSSG, such as the Summary and the Portfolio Review (also known as PERT), which help investors monitor and manage their portfolios, are introduced.
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Handouts
Presentation Handouts 4pp BW (PDF)
Portfolio Quick Start Guide (PDF)
Using the Portfolio Summary Report (PDF)

Screening and Stock Ideas From the BetterInvesting Website
Presented by Suzi Artzberger
Investors are constantly searching for new stock ideas, and BetterInvesting members have an advantage. To help find those hidden gems, this tutorial demonstrates how to use the newly updated Screening and Stock Ideas app integrated with the BetterInvesting Online Tools (CoreSSG and SSGPlus).
In addition the wealth of relevant stock ideas available from the BetterInvesting website are reviewed.
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Handouts
Screening and Stock Ideas Quick Start Guide (PDF)

Easy Research Using the CoreSSG and SSGPlus Stock Selection Guides
Presented by Suzi Artzberger
Doing the research needed for a stock study is easy using the CoreSSG and SSGPlus Online Stock Selection Guides. Learn how to access popular research websites without leaving the tool, organize the information using the notes feature and more in this Online Tools Tutorial.
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Handouts
SSGPlus Quickstart (PDF)


Class Prerequisite Presentations
The following webinars should be viewed prior to starting the Introduction to the Stock Selection Guide Series and Adding Judgment to Your SSG Series.

Research and YOUR Stock Selection Guide
This class introduces the student to some standard resources used for investment information. Data collection from some of the resources is demonstrated to provide an overview of how to use the standard resources. An SSG Research Form designed to help guide the student through the research process is presented.
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Handout:
Presentation slides 4pp (PDF)
Stock Research Form (color) (DOC)
Stock Research Form (black and white) (DOC)
Stock Research Form (black and white) (PDF)

Coach Research Materials (PDF)


Judgment and the Stock Selection Guide
This class reviews the material the student should know prior to taking the Adding Judgment Series. The main judgments needed to complete a Stock Selection Guide (SSG) are reviewed, and the effects of the selected forecasts on whether the stock is a buy, hold or sell is examined.
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Handouts
Judgment and the SSG slides 4pp (PDF)

Understanding the Jargon
Presented by Ken Kavula and Ann Cuneaz
Basic concepts and vocabulary needed to study the Stock Selection Guide are introduced.
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Handout:
Presentation slides 1pp color (PDF)
Presentation slides 4pp b/w (PDF)

Why Invest in Stocks
Presented by Ken Kavula and Ann Cuneaz 
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Handout:
Presentation slides 1pp color (PDF)
Presentation slides 4pp b/w (PDF) 
FREE Membership Offer (PDF)


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