2022 Puget Sound Investors Education Conference

11/08/2022 - 11/17/2022
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Cost: Donations welcome


Due to the COVID-19 pandemic, our annual Investors Education Conference will be held online. You will be registered for all six classes, just sign on for the class(es) you want to attend.  Sessions will be recorded.

Tuesday, November 8, 7-8 p.m.
Stock Market Tactics in a Destabilized World

After a decade of prosperity, financial markets worldwide have experienced major shocks. Investors are grappling with a lingering global health crisis, military incursions, supply chain, and freight problems, and inflation, topped off by a bear market. In times of uncertainty like these, what are the savviest moves that investors can make? Instructor Doug Gerlach points toward possible pathways for recovery based on a review of history--and has a few portfolio ideas suitable for difficult times.

Thursday, November 10, 7-8 p.m.
Investment Strategies in Retirement

Should one’s investment strategy change after retirement? Instructor Gary Ball will discuss a strategy for investing for retirement and follow up with a strategy for investing during retirement. He’ll conclude with a proven retirement model that is practical and easy to implement. In fact, Gary has used the model for the past 24 years with virtually no changes.
Saturday, November 12, 9-10 a.m.
Taking the Mystery Out of the Preferred Procedure

Many BetterInvesting investors fear the Stock Selection Guide’s “Preferred Procedure” as too hard or too “advanced.” Instructor Cy Lynch takes the mystery out of this SSG tool, looking at the logic behind the process and breaking it down into easy-to-understand concepts. As a result, you’ll better understand the company and can make better earnings per share (EPS) forecasts, a crucial part of the SSG.

Saturday, November  12, 10:30-11:30 a.m.
Gradual Retirement: A Smooth Transition to the Golden Years

Traditional retirement is often about reaching a certain age, hitting a wealth milestone, and switching from a busy work life to idle days. But it doesn’t have to be that way. Instead of waiting that long and facing an abrupt lifestyle change, a gradual transition into retirement over a few years can be more rewarding and fulfilling. If you’ve been saving and investing diligently, you might already be well-positioned to do it sooner than you think. Curious? Instructor Sanjib Saha will go over the benefits of gradual retirement, how to go about it, and how to mitigate any surprises along the way.

Tuesday, November 15, 7-8 p.m.
A Stodgy Banker Considers Bitcoin

 OR  Know When to HODL, Know When to Fold ’em
What is Bitcoin and why it is being adopted by some people as money?  Instructor Marshall Griffin will discuss the underlying value propositions of this alternative currency, its pros and cons, ownership trends, and general considerations for investing in Bitcoin.

Thursday, November 17, 7-8 p.m.
Optimizing Judgment Decisions Using SSGPlus

Instructor Carol Theine will share some resources and websites to help with this important SSG step, pointing out specific information that investors can use to make reasonable, informed decisions. Making judgment decisions is easier with the online Stock Selection  Guide.

Event Contact

Class Hotline:  (206) 935-0861