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Educational Classes

Educational Classes

Screening for Promising Stocks - KC
03/14/2015 10:15 AM - 11:45 AM

 

Cedar Roe Library
5120 Cedar St.
Roeland Park, KS (map)

Please click on map link for directions



Cost: Free advance registration by Thursday prececeding the session.

Click here to register Online.
 

Weather Cancellation Policy
In case of inclement weather when driving is dangerous, we will cancel classes and other activities. We can contact you the night before if we have the correct email address on your registration.



Learn sources to obtain names of companies that fit the criteria you are seeking for your investments.

Review of Using Toolkit 5 and 6 - KC
03/21/2015 9:00 am to 1:00 pm

 
Mazuma Credit Union
7260 West 135th Street
Overland Park, KS 66223 (map)

This is a change in Locaton

Please click on map link for directions



Cost: $25 for BetterInvesting members, $30 non-members, $10 Walk-in Late Fee

Click here to register Online
 

 




For those who want to gain a better understanding of stock research tools available to users of toolkit software.

 Learn to Complete the SSG Using the Computer. This class will cover the basics of entering data for analyzing a company, interpreting the information, and the Comparison Guide, PERT and Challenger Forms, in addition to some judgment. For those who want to gain a better understanding of stock research tools available to users of toolkit software.

Click here to register Online

KC Chapter Investor Education Workshop
04/18/2015 8:30AM - 3:30PM

 

KU Edwards Campus
Regnier Hall 153
12600 Quivira Rd.
Overland Park, KS
(map)

Please click on map link for directions



Cost: $35 for BetterInvesting members, $40 non-members.  $45 Walk-In fee.

Click here to register Online

Please register on line so we know how many copies of the hand out material we have to prepare for each attendee.


We are currently coordinating a list of topics with the featured speaker for our April 18, 2015 Investor Education Workshop Cy Lynch.

Cy, a lifetime member of BetterInvesting (BI) and the American Association of Individual Investors (AAII), frequently presents on investing topics online and in person throughout the country. He’s appeared in Smart Money and Business Week magazines and writes the “Growth Stock Outlook” column for Better Investing magazine.

He is also a regular contributor to the monthly online Roundtable sponsored by the Mid-Michigan BI Chapter, a program with participants analyzing their favorite stocks. Further information on presentation topics will be posted in the near future along with a brochure providing all the exciting details.

Click here to register Online



Topeka Kansas Treasurers' Workshop
1/1/2015 thru 10/1/2015, 09:00AM - 04:00PM on a Saturday


Call Ann Borel for location & further details.

785-554-5954


Cost: Cost of all day class: $15.00 

Lunch is on your own


Get ready for your club's annual audit with a full review of the year's financial records - catch any errors now.  The audit should be done before taxes are filed. Then you are off to a clean start for the New Year.  Club Accounting options for cost saving will be discussed.

This workshop teaches accounting concepts and the responsibilities of the club treasurer.  BetterInvesting Club Accounting v.3 software, Online Club Accounting and bivio are used for the presentation but other software solutions are discussed.  Discussion also includes some club administration topics that can be taken back to the club, as well as the importance of a strong partnership agreement and bylaws.

We recommend that several members from each club attend as more than one member should be knowledgeable about club accounting and bookkeeping. 

Participants will need to attend for the entire day with a break for lunch.

Lunch on your own.

Sessions Scheduled by appointment only

KC Treasurer's Workshop
01/01/2015 9:00AM - 4:00PM, 10/31/2015 on a Saturday


Contact Dennis Boatright for lacation & further details

dboatright4@att.net



Cost: Cost of all day class: $15.00

Lunch is on your own.


This workshop teaches accounting concepts and the responsibilities of the club treasurer.  The software used for the presentation will be Club Accounting 3, Online Club Accounting and Bivio.  Discussion also includes some club administration topics that can be taken back to the club, as well as the importance of a strong partnership agreement and bylaws.  Session will be held from 9:00 a.m. to 4 p.m.  Lunch on your own.





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