Kansas City Investor Education Workshop

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9:00 am - 3:00 pm CT
Kansas University - Edwards Campus Regnier Hall
12610 Quivira Rd.
Overland Park, Kansas 66213-2402
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Cost: $20 and Mail Registrations must be received by April 18, 2024 Walk-in registration $30, if space available


2024 Investor Education Workshop
April 20, 2024 9:00 AM - 3:00 PM

(Registration begins 8:30 am)
Registration Brochure
Featured Presenter: Doug Gerlach


A familiar name to many BetterInvesting members, Doug Gerlach is President of ICLUBcentral Inc. (a wholly-owned subsidiary of BetterInvesting). He leads ICLUBcentral’s development of tools for investors and investment clubs, including StockCentral and myICLUB. Doug is also Editor-in-Chief of ICLUBcentral's stock investing newsletters, the award-winning Investor Advisory Service, the market-beating SmallCap Informer, and the new Dividend Informer. Doug has written six books, including “Investment Clubs for Dummies” and “The Armchair Millionaire.” He is a popular speaker at events for BetterInvesting and other organizations nationwide.

Session Descriptions

Doug's Key Rules of Stock Investing - For more than 30 years, Doug Gerlach has been helping investment clubs and individual investors to be successful through his books, newsletters, and educational presentations for BetterInvesting members. Along the way, he’s seen the good and the bad along with big gains and tragic losses in the markets. Here are his top tips for investing in stocks following the Stock Selection Guide's principles in order to build a successful individual or investment club portfolio.

Maximizing Dividend Yield in a High-Quality Stock Portfolio - Instead of chasing returns in tumultuous markets, consider investing in stocks that can generate income as well as o=er the potential for long-term appreciation. But yield alone isn't the route to likely investing success. Learn how to boost your portfolio returns by focusing on reasonably-valued companies with solid balance sheets and significant free cash flow generation, thus allowing for the payment of consistent and growing dividends. One final "secret ingredient" narrows down the list and will enable you to invest in the best stocks providing capital returns for shareholders.

Maintaining an Even Keel in Stormy Weather - Volatile markets can test even the most experienced investors. One of the best ways to weather tough times is by focusing on portfolio composition, which is why BetterInvesting recommends that investors and investment clubs diversify their portfolios. But why is diversification such a good idea? How should investors approach building a diversified portfolio? Here’s why a balanced portfolio will serve investors well in turbulent times, and help investors to keep their heads when everyone around them is losing theirs. These are strategies to use when down or sideways markets test investors’ patience. 

Become a Better Stock Seller - Investors often have a di=icult time knowing when it is time to sell a stock. In this session, Doug Gerlach outlines his strategy for continually optimizing and improving a stock portfolio, including how to identify candidates for replacement due to overvaluation, low potential return or fundamental obstacles to future growth. Tangible steps for a rational approach to portfolio management are also provided.

Doug's Favorite Small Company Stocks for 2024 and Beyond - It’s commonly said that there are strong stock buys in any market——but finding them is not always easy! Fortunately, Doug has ideas to share for individuals and investment clubs, taken from the two market-beating newsletters that he edits, the Investor Advisory Service (named for 13 consecutive years to the “Hulbert Investment Newsletter Honor Roll” and celebrating its 50th year in 2023) and the SmallCap Informer (now in its 12th year and with a track record outperforming the small-cap stock indexes).


Just interest in learning how to better undstand successful invvesting in today's market from an experienced educator and investor.

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