Learn to Use the BI CoreSSG Online Tools

06/19/2021
Add to Calendar
10:00 am - 12:30 pm ET
Online
Cost: See the Cost structure below.

Register Here

Register and paying through Eventbrite, click above.

Register and paying by check,  see details in the Description area below.

 

Description

The Maryland Chapter will present a virtual “soup to nuts” program using the CoreSSG Online Tool.  Beginners will be introduced to the Online SSG tool and users with limited experience will strengthen their knowledge.  We’ll start with our regular CoreSSG course on two consecutive Saturdays.  These will be followed by five mentoring sessions on the 2nd and 4th Wednesdays from 7 to 8pm that will help users gain confidence in their use of the SSG to analyze companies.
 
When:  CoreSSG Session 1:  June 19  1000 to 1230
                 CoreSSG Session 2:  June 26  1000 to 1230
                 Mentoring Sessions 1 thru 5 -  July 14 thru Sept 8 from 7:00 to 8:00pm

Detailed descriptions:
CoreSSG Session 1:     BI Principles and CoreSSG analysis of a company (2.5 hrs) 
            Note:  Non-BI participants may be eligible for Free 90 Day access to the CoreSSG Online tools. 
BI members must have an Individual Core or Club Core membership for access to the CoreSSG Online tools. 
 
CoreSSG Session 2:     Workshop where students interact with instructors (2.5 hrs)
Provide judgment in analyzing two companies in the same Industry
Use the Stock Comparison Guide (SCG) to compare the companies
 
Mentor Sessions:  Five (1 hr) follow-on Mentoring sessions Wed 7-8pm. (every other Wed)
 Mentor Sessions will have a short education presentation followed by
b)  Work through a selected company using CoreSSG online tools
c)  Receive assistance in understanding issues encountered in preparing SSGs
 
            Mentoring Session Education topic and SSG section emphasis:
Mentor 1: SSG Section 1 (Jul 14) – SSG Frontside
Mentor 2: SSG Section 2 (Jul 28) – Evaluation of Management
Mentor 3: SSG Section 3 (Aug 11) – Forecast Sales / Earnings  (Price-Earnings History)
Mentor 4: SSG Section 4 (Aug 25) – Forecast Sales / Earnings  (Evaluating Risk and Reward over next 5 years)
Mentor 5: SSG Section 5 (Sep 8) – Forecast 5 Year Potential (Plus Link Tabs: Save; Share; Print; and Research)

Cost: All Sessions-$35 per member or $30 if Registering 5 or more.
Payment Method:  Mail check or Credit Card purchase thru Eventbrite (convenience fee added).

How to register and pay:
By check:
Mail check for individual ($35) or group ($30 per person) made payable to “NAIC Maryland Chapter” to:
BI CoreSSG Online Tools
7902 Nottingham Way
Ellicott City MD 21043
Forward a listing of all participant’s names and email contact information to:
contact@Maryland.betterinvesting.net

By Credit Card at  Eventbrite

5$ DISCOUNT
To get the 5-Or-More discount, use promo code “5-Or-More” (no quote marks) at Eventbrite checkout.  Note:  To get the Club/Group rate, a Club or group contact shall send in one payment fee for all participants and forward a listing of those participant’s name and email contact information to :
Chapter Contact contact@Maryland.betterinvesting.net

After payment and registration is accepted, an email with all links will be forwarded.

Note*  Refunds
only 7 days before the event and  ONLY the event cost, not the credit card convenience fee.


Event Contact