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Alaska Chapter – Recordings & Handouts                                      

• ‘“MIilestone or Millstone - Map Your Way to Success” (Tim Janneck – February 14, 2023) Presentation, Spreadsheet
• Book Discussion on “Richer, Wiser, Happier” by William Green’ (April 19, 2022)
• “Investing winners and losers of the pandemic” (Tim Janneck – March 15, 2022) Handout

Stock Investing Made Easy Series - Recordings & Handouts

• "Retirement & The Tax Man" (Christi Powell - February 29, 2024)
  Presentation Handout / 2023 Important Numbers / 2024 Important Numbers
• "Tinker to Evers to Chance (aka Triple Play)" (Avi Horwitz and Mark Mechenbier - October 30, 2023) Handout / Additional Handout1 
• "Don’t Stay Tied Up At The Dock - Let’s Get Our Sea Legs!" (Fred Rhamy Jr - August 30, 2023) Handout / Additional Handout1 / Additional Handout2
• "ROE, ROE, ROE to Float Your Boat Return on Equity (ROE)" (Ron Mauer - June 29, 2023)
  Handout
• "Preferred Procedure Simplified " (Avi Horwitz - January 30, 2023) Handout / Additioanl Handout
• "Finding Hidden Gems- Continued" (Mary Enright, Avi Horwitz, Tim Janneck - November 30, 2022) Handout
• "Finding Hidden Gems" (David Lenig, Diane Gillit, Candace Baker - August 31, 2022) Handout
• "In Search of Hidden Gems" (Dan Harter, Dori Raser, Barry Detloff - March 30, 2022) Handout
• "What's Wrong With This Picture" (Barry Detloff - September 30, 2021) Presentation Handout / ROE Class Link / Portfolio Template
• First Cut is the Deepest (Lynn Treffry – August 31, 2021) Handout / First Cut Stock Study Report (SBUX) / Stock Selection Guide (SSG) Guidelines for Beginners / First Cut Stock Study Report Template
• Diff'rent Strokes for Diff'rent Folks (Panel: Kim Butcher, Mary Enright, Mike Torbenson - June 29, 2021) Handout
• How Can I Be Sure (Cy Lynch - April 29, 2021) Handout
• Gee I Wish I Had Noticed That (Identifying Red Flags) (Brian Altschul - March 31, 2021) Handout
• The Years Keep Rolling By (Avi Horwitz - November 30, 2020) Handout-1 / Handout-2 / Handout-3 / Bonus (Additional Information) / Q&A Handout
• Ch-Ch-Ch-Changes (Avi Horwitz - October 26, 2020) Handout / Q&A Handout
• Preferred Procedure Simplified (Avi Horwitz - July 20, 2020) Handout / Additional Handout / Follow-up Q&A Handout
• Why the Tortoise Sometimes Wins (Avi Horwitz - June 29, 2020) Handout /Follow-Up Q&A Handout

 

• Chapter teachers can use this form to register students: Registration Form
• Chapter teachers can use this form to give to each student for class evaluations: Class Evaluation Form
• Education Fair & Annual Meeting Organizational To Do List: PDF File
• Alaska Chapter Director reimbursement form must be submitted to the Chapter Treasurer with appropriate receipts:  Director Reimbursement Form

  Articles - General

• Annual Report Evaluation Spreadsheet.  Bob Adams, with the Puget Sound Chapter has created several MS Excel spreadsheets to help analyze company annual reports: http://bob-adams.net/