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.betterinvesting.net
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/channel/family-finances

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

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