Investment Club Support
The South Carolina Chapter provides support to BetterInvesting clubs anywhere in the state in a variety of ways. The following subject areas contain valuable information in an effort to keep our investment clubs running smoothly and profitably. Please let us know if you have any questions by contacting us at email@example.com
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 South Carolina Chapter offers to its clubs. These are the terrific people who teach our classes, coordinate our Investors Education Conferences -- and make club visits free of charge! Every BetterInvesting club is eligible for one FREE club visit per calendar year with the volunteer.
Email firstname.lastname@example.org 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.
Whether your club would someone to review your portfolio, or you would just like to meet the volunteer director in your area, please contact us. 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.
Club Contact FAQ
If you have questions about determining who the club contact in your club currently is, how to change your club contact and other frequently asked questions, please contact us at email@example.com
Please be sure that your club contact realizes that they will be the only one in your club receiving mailings and materials from the South Carolina 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 South Carolina 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 the South Carolina 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 firstname.lastname@example.org
Thank you for being a BetterInvesting Club!