Learn About Retirement Planning and the 2018 Investing Landscape in These Webinars
   View Our Archived Education Events


Bookmark and Share


 About Us
  • Our mission is to teach individuals how to become successful strategic long-term investors, employing fundamental analysis tools developed by the BetterInvesting, to study common stocks and mutual funds.
  • Our chapter serves Orange County, California.
  • Board members consist entirely of volunteers.
  • We have three levels of board members; Directors, Associate Directors, and Volunteers. All board members start at the volunteer level and advance based on their desire, abilities and performance. Associate Directors are selected from the volunteers and serve a one-year term with annual renewal. Directors are selected from the Associate Directors and serve a three-year term.

What do we expect of our board members?
  • Attend at least one chapter-sponsored event each month.
  • Regular attendance at chapter board meetings (second Monday of the month September through June).
  • Serve on at least one chapter committee.
  • Make meaningful ongoing contributions to the chapter (such as teaching a class, creating a class, schedule facilities for our classes, etc.).
  • Sign and follow standard of conduct agreement.
  • Current BetterInvesting membership.
  • Some experience with BetterInvesting investment tools.

What are the benefits of being a board member?*

  • Increased investment knowledge.
  • Learn new skills.
  • Camaraderie.  
  • Attendance at chapter-sponsored events at reduced rates or free.
  • Possible partial reimbursement to attend national BetterInvesting events.
  • Free Online Premium Services.
  • Ability to purchase BetterInvesting software and other BetterInvesting merchandise at discount prices.
*Details will be given at the new volunteer training session.

Corporate Partners

Learn more about

companies supporting

BetterInvesting's mission