Chapter directors routinely make visits to clubs to provide short classes or help solve problems the club may be having. Directors can help with many aspects of starting and running a club as well gaining an understanding of investment principles.
If you would like a Director to visit your club, please contact us! We do ask the club to fill out a Club Visit Reqest Form when requesting a Club Visit.
For more information, please send an email to firstname.lastname@example.org (please include in the subject line "Club Visit") or call Kathleen Shay 925-443-5766
Club Visit Request Form (Word format)
Club Visit Request Form (pdf format)
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