News & Articles
Donations Welcome
Offering online classes and meetings is not cost-free. Please consider making a small donation to our Golden West Chapter to help pay for our additional GoToWebinar license, which allows us to put on quality online education.
You may mail a check (payable to Golden West Chapter, NAIC) to:
BetterInvesting
17562 Bonner Dr
Tustin, CA 92780
"Friday Nights!" Recordings
Golden West Chapter's First Fridays have been expanded to a weekly meeting, giving time for added features and depth as we research selected companies.
Click here for "Friday Nights!" recordings.
Model Investment Club Recordings
Click here for recordings of Model Investment Club meetings.
Stock Investing Made Easy (SIME) and Protecting Your Portfolio (PYP)
2025
The Tax Man Has Nothing on Us – Qualified Charitable Distributions and Donor Advised Funds
(Christi Powell – August, 2025)
Presentation Slides, color, 2 per page
The Tax Man Has Nothing on Us – Social Security and Medicare
(Christi Powell – June, 2025)
Presentation Slides, color, 2 per page
The Tax Man Has Nothing on Us – Tax Traps in Retirement
(Christi Powell – May, 2025)
Presentation Handouts, color
