Investment Club Support
Investment Club Visits
Would you like a guest speaker at an upcoming meeting? Could your club benefit from a question-and-answer session with someone who's "been there"? Could your club use some help with any of these topics?:
Applying judgment to the Stock Selection Guide (SSG)?
Voting on portfolio decisions without upsetting other members?
A portfolio review – Is your portfolio diversified? How might you improve your club’s buy and sell decisions?
Club accounting and tax issues?
Partner withdrawals – Why transferring appreciated stock instead of cash is a win-win for everyone.
Finding small companies
Making use of BetterInvesting membership benefits
Assistance with SSG tools (Toolkit or BetterInvesting CoreSSG and SSGPlus)
Club visits from the experienced investors on our Board of Directors are one of the most amazing services the San Francisco Bay Area Chapter offers to its clubs. These are the terrific people who teach our classes and make club visits free of charge! Every dues-paying club is eligible for one FREE club visit per calendar year with the volunteer presentation being 30 minutes to 1 hour.
The chapter has a club visit coordinator who will find the right person at the right time for the right subject matter. That volunteer will then contact you for the date, time and directions to your meeting, and particulars about the topics you wish to discuss.
Email us to arrange a club visit.
Let us know what topic(s) you would like the volunteer to discuss at your meeting.
Let us know where and when your meeting is held.
Let us know how to contact you for further information.
Our directors really enjoy making these club visits. And you will enjoy having them visit your club. Give it a try!
For a club located greater than 50 miles from the volunteer, we may ask for mileage reimbursement. Alternatively, perhaps we can set up a club visit by phone or an online meeting.
Chapter directors routinely make visits to clubs to provide short classes or help solve problems the club may be having. Directors can help with many aspects of starting and running a club as well gaining an understanding of investment principles.
If you would like a Director to visit your club, please contact us! We do ask the club to fill out a Club Visit Request Form when requesting a Club Visit.
Chapter directors routinely make visits to clubs to provide short classes or help solve problems the club may be having.
Club Visit Request Form (Word)
Club Visit Request Form (PDF)
For more information, please send an email to email@example.com
Contact Joanne Willcox at 415-456-7656
Investment Club Contact FAQ
If you have questions about determining who your club contact currently is, how to change your club contact and other frequently asked questions, please see the attached document or contact us at firstname.lastname@example.org
Please be sure that your club contact realizes that they will be the only one in the club receiving mailings and materials from the Chapter and that they should bring or forward copies of those items to the other members of the club.
Club Contact FAQ
Club Anniversary Certificate Program
The San Francisco Bay Area Chapter recognizes clubs celebrating their incremental five year anniversaries. We believe reaching such a milestone is an achievement deserving recognition and congratulations from BetterInvesting. Home Office will be providing our chapter a certificate for each investment club reaching this milestone.
A chapter representative will reach out to the club contact of each investment club celebrating this special anniversary to make arrangements for the certificate presentation. Please be sure to let us know of any change in contact information with regard to your club contact by sending an email to email@example.com
Thank you for being a BetterInvesting Club!