San Francisco Chapter Education Day
321 Golf Club Road
Plesant Hill, California 94523
Register Here
COST INCLUDING CONTINENTAL BREAKFAST :
- Early Bird $30/person (ends on October 5, 2024)
- Regular $35/person (after October 5, 2024)
- All paid non-BI members who attend will receive a free 90-day BetterInvesting membership certificate
Description
Join us for an informative Investment Education Workshop. This workshop is offered by the San Francisco Bay Area Chapter of BetterInvesting (BI), a national non-profit that is volunteer-based and member driven. BetterInvesting focuses on learning sound, practical skills and strategies that can enable individuals to become successful long-term investors.
This in-person workshop is a learning opportunity for both new and experienced stock market investors. Two tracks of classes will be offered. This in-person workshop is a learning opportunity for both new and experienced stock market investors. Two tracks of classes will be offered. One track will offer classes on analyzing stocks with moats, deciding whether to trim or sell winning stocks and using portfolio management to improve returns. The other track will teach participants to use BetterInvesting's web-based tool, the Stock Selection Guide, to evaluate a company for potential investment.
PROGRAM DESCRIPTION :
There are two classes each hour so you can choose which class you would like to attend.
8:30 - 9:00 AM
- Registration & Continental Breakfast
9:00 – 9:50 AM
- Owning A Moat Can Improve your SSG (Craig Braemer)
- The Stock Selection Guide: The Basics – Part I (Kweli Lewis)
10:00 – 10:50 AM
- Trim or Sell - Which is Better for Your Portfolio? (Craig Braemer)
- The Stock Selection Guide: The Basics – Part II (Kweli Lewis)
11:00 – 11:50 AM
- Improve Your Returns Using Portfolio Management (Craig Braemer)
- Stock to Study (Kweli Lewis)
12:00 – 12:30 PM
- BetterInvesting Resources, Model Club Portfolio, and Door Prizes
Prerequisite
HANDOUTS
No hard copy handouts will be provided at the workshop.
Your registration confirmation will provide the website where you can access all of the class materials. You can print or download in advance to avoid any internet connection issues. Wi-Fi will be available on site, but we advise having the material downloaded and/or printed prior to the event. Bring your preferred mobile device to view handouts during the workshop.
