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Educational Classes

Educational Classes

Treasurer’s Workshop
2/24/2018 9 - 11 am


Please register for 2017 Treasurer Tax Workshop on February 24, 2018 at 9 am CST at the following address:

After registering, you will receive a confirmation email containing information about joining the webinar. You will also receive a link to forms and handouts used in the session.

Cost: None

This class will cover year-end tax accounting and closing the books for your club by walking through the process of filling out both the Federal & State tax returns and discussing the options available with bivio and the IClub club accounting tax-printer software. We will also discuss some issues that Treasurers encounter throughout the year while maintaining the financial records for their clubs.

Instructor: Candace Baker

Better Portfolio Management & Two Guys Talk Stocks
03/17/2018, 9 am - 3 pm

Center of Clayton
50 Gay Avenue
Clayton, MO 63105

Cost: $30 (includes morning coffee & lunch)

Register with Judith Durham, 636-227-2218 or durham.judith@gmail.com

Mail checks payable to St. Louis Chapter BetterInvesting to 416 Brass Lamp Drive, Ballwin, MO 63011 to arrive by March 14, 2018

Mark Robertson of Manifest Investing and Ken Kavula, President Mid-Michigan Chapter, both BetterInvesting National Convention speakers, will be visiting us in St. Louis for a session of "Better Portfolio Management" and "Two Guys Talk Stocks". Don't miss the opportunity for learning successful investing via better portfolio design and management. Get the returns you expect by applying buying and selling techniques, setting goals and targets with accountability, and choosing those right stocks to help you reach your goals. Bring your pen to jot down those company "tickers" for further research and evaluation.

Submit your Club's Valuation Statement for review by February 28 via email to candaceb@charter.net

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