News & Articles

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 donate via PayPal or mail a check (payable to Golden West Chapter, NAIC) to:

BetterInvesting
17562 Bonner Dr
Tustin, CA 92780

Newsletters

"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.  

First Friday Recordings

First Friday is a casual monthly online gathering. It offers the opporunity to hang out with other BI investors and Golden West directors and to ask questions, discuss SSG judgments, and learn from each other.

Click here for meeting recordings.
 

Stock Investing Made Easy (SIME) and Protecting Your Portfolio (PYP)

2025

The Tax Man Has Nothing on Us (Christi Powell – May, 2025)
Presentation Handouts, color / Presentation Handouts, black & white
2025 Important Numbers / Can I Do a Qualified Charitable Distribution From My IRA 2025
Should I Consider Doing a Roth Conversion? / Will My Roth IRA Conversion Be Penalty Free?
Taxation Guide to Withdrawals and Income Sources
Will I Receive a Step-Up in Basis for the Appreciated Property I Inherited?

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

Fall 2023  California Chapters Event – Recordings & Documents

Round 1: Using Online Tools to Make You a Better Investor - 2 slides/ppt page
Round 1: Using Online Tools  Recording
Round 1: Contact Information: Presenters + Sponsor
SSG Guidelines for Beginners
Features Comparison - CoreSSG v. SSGPlus
90-Day Free CoreSSG Digital Trial Membership

Round 2: VISA (V) Is it a Stock for You? - 2 slides/ppt page
Round 2: VISA (V) - Is It a Stock for You? - Recording
Round 2: VISA - Compare Judgments and Results
Round 2: Contact Information: Presenters +  Sponsor

Round 3: Value Line Research Tools Hiding in Plain Sight - 2 slides/ppt page
Round 3: Value Line Help
Round 3: Secrets to Finding Small and Medium Sized Stocks - 2 slides/ppt page
Round 3: Improve Your Returns Using Portfolio Management - 2 slides/ppt page
Round 3: Portfolio Management  Resources in BetterInvesting - 2 slides/ppt page
Round 3: Contact Information: Presenters + Sponsor
Round 3: Recording

Annual Meeting Recordings and Handouts