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. 

Donate easily online using


For Zelle, add treasurer@goldenwest.betterinvesting.net to your contacts.

You may also 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 

Why the Tortoise Sometimes Wins (Ron Mauer – March, 2025)
Presentation Handout, color / Presentation Handout, black & white

2024

"Coach, Is Offense or Defense More Important?" (Robin Ware, Mike Torbenson, John Blais - October, 2024)
Presentation Handout / PERT Cheat Sheet)

Every Picture Tells a Story (Dori Raser/ Lynn Treffry - July, 2024)

Is Value Line Still Valuable? (David Lenig / Marcia Couey - April, 2024)
Presentation Handout / Interactive Value Line Reference

Retirement & The Tax Man (Christi Powell - February, 2024)
Presentation Handout / 2023 Important Numbers / 2024 Important Numbers

2023

Tinker to Evers to Chance (aka Triple Play) (Avi Horwitz / Mark Mechenbier - October, 2023)
Presentation Handout / Live Link List (Value Line Tool Guides and Libarary Access

Don't Stay Tied up at the Dock: Let's Get Our Sea Legs! (Fred Rhamy Jr. - August, 2023)
Presentation Handout / Macroeconomic Indicators and Links / Creating a Dial Indicator

ROE, ROE, ROE to Float Your Boat: Return on Equity (ROE) (Ron Mauer - June, 2023)
Presentation Handout

Preferred Procedure Simplified (Avi Horwitz - January , 2023)
Presentation Handout / Additional Handout
 

Newsletters

Annual Meeting Recordings and Handouts