Club Treasurer Workshop: Handling Member Withdrawals

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8:30 pm - 9:30 pm ET
Online Event
Cost: Free

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When a member withdraws from an investment club, either partially or in full, the treasurer and remaining partners are faced with several decisions and the task of properly recording the transaction. In this webinar, investment club expert Doug Gerlach reviews best practices for handling member withdrawals and demonstrates step-by-step how to enter the various steps of a withdrawal into the club's books. In addition, Doug reviews the tax consequences of a member's withdrawal.

Join us at BetterInvesting's webinar series for investment club treasurers.

We look forward to seeing you there!


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