Would you like a guest speaker at an upcoming meeting? Could your club benefit from a questions-and-answers session with someone who's "been there" or is your club having difficulty in some particular area, such as:
· Applying judgment to the Stock Selection Guide (SSG)?
· Voting on portfolio decisions without upsetting other members?
· A Portfolio Review – Is your portfolio diversified? How might you improve your club’s buy and sell decisions?
· Club accounting & tax issues?
· Partner Withdrawals - Why transferring appreciated stock instead of cash is a win-win for everyone.
· Finding Small Companies
- Making use of BetterInvesting Membership Benefits
· Assistance with SSG tools (e.g., Toolkit or BetterInvesting Online SSG)
If so, have we got a deal for you! The Puget Sound Chapter is blessed with volunteers willing to meet with your club. These are the terrific people who teach our classes, coordinate our annual Investors Education Conference, put together the Puget Soundings newsletter and...make club visits free of charge! Every dues paying club is eligible for one FREE club visit per calendar year with the volunteer presentation being 30 minutes to 1 hour.
The chapter has a Club Visit Coordinator whose job it is to find the right person at the right time for the right subject matter. We will identify that volunteer who will then contact you for the date, time and directions to your meeting, particulars about the topics you wish to discuss, etc.
Email email@example.com to contact the Puget Sound Chapter Club Visit Coordinator.
· Let us know what topic(s) you would like the director to discuss at your meeting.
· Let us know where & when your meeting is held.
· Let us know how to contact you for further information.
Our directors really enjoy making these club visits. And you will enjoy having them visit your club. Give it a try!
For a club located greater than 50 miles from the volunteer, we may ask for mileage reimbursement. Alternatively, perhaps we can set up a club visit by phone or an online meeting.
Learning Events Near You: