News & Articles
Online Education Archive
Offering online classes and meetings is not cost-free. Please consider making a small donation to our Puget Sound Chapter to help pay for our additional GoToWebinar license, which allows us to put on quality online education.
Donations welcomed 4 ways:
1) Zelle users, simply add the email address: treasurer@puget.
2) Venmo: Puget Sound BetterInvesting
3) Paypal.com
4) Pay by check at: Puget Sound Chapter, BetterInvesting, PO Box 40103, Bellevue, WA 98015
2025 Investor Education Conference (virtual)
This annual educational extravaganza will be an Online event. Recordings of each
session will be available at: https://www.gotostage.com/channel/2025iec
Mon, Oct 27 @ 7:00 PM Pacific
Improve Your Stock Research Using AI – Bakul Lalla
Slides 1 pp Color Slides 4 pp BW
Wed, Oct 29 @ 7:00 PM Pacific
Modeling Your Finances – Sanjib Saha
Slides 1 pp Color Slides 4 pp BW
Sat, Nov 1 @ 8:45 AM Pacific
Six Signs Your SSG Is Too Conservative- Kevin Gillogly
Slides 1 pp Color Slides 4 pp BW
Sat, Nov 1 @ 10:00 AM Pacific
Finding the Industry Leader: Smart Stock Selection – Carol Theine
Slides 1 pp Color Slides 4 pp BW
Sat, Nov 1 @ 11:15 AM Pacific
When to Sell – Cy Lynch
Slides 1 pp Color Slides 4 pp BW
"How to Take Over the Family Finances Alone" is a practical, supportive series of classes designed for individuals suddenly responsible for managing household money matters on their own—whether due to divorce, death of a spouse, or other life changes. This course covers essential topics such as organizing financial documents, managing bills and accounts, understanding investments, and an estate plan. It includes steps to take in the first week, first month, and first six months following a death. With easy-to-follow guidance, real-life examples, and actionable tools, students will gain the confidence and clarity needed to take control of their financial future and protect their family's well-being. It will be taught over three one-hour weekly sessions.
Presented by: Bob Adams on September 10, 17, and 24, 2025
Recordings available at: https://www.gotostage.com/
Course Materials:
1 presentation handout 4 pp.pdf
binder cover page - spline.docx
budget tracker.xlsx
checklist after the death of a loved one.docx
detailed instructions.docx
essential documents for my heirs.docx
family digital access worksheet.docx
my bills worksheet.docx
tax documents needed.xlsx
transfer on death deed.docx
From Annual Meeting Presentation, 05/17/2025 - "A.I. for All: Empowering Individuals and Resarch" by Kiera Ojo Link to PPT
Core Classes
Beginner's SSG
Stock Selection Guide(SSG) & Portfolio Management Magic (PDF)
Recordings Channel
Quality Stock Submissions (PDF)
Adding Judgment to Your SSGs
Stock Selection Guide(SSG) & Portfolio Management Magic (PDF)
Recordings Channel
Portfolio Management Series
Stock Selection Guide(SSG) & Portfolio Management Magic (PDF)
Portfolio Review Template (coming soon!)
Recordings Channel
Newsletters
A monthly email newsletter is sent to our members and guests.
Once a year we send a print newsletter to our members. The following back issues are
available in PDF format.
Fall 2025 Puget Soundings Newsletter
