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Events: Near & Far, Online & Live |
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This is a listing of BetterInvesting Space Coast Chapter, Sister Chapter, and National Events of interest to the long-term investor. Some are live but many more today are online happenings that you may choose to watch from the comfort of your own home seated at your computer. Note that many are free with some available for a small fee to cover chapter operations. The volunteer directors from your chapter derive no financial help from the national BetterInvesting organization.
Page Links ->Home Page * Events * Chapter Contacts * Potpourri * TT&T for Toolkit & Stock Study * TT&T for Stock Prospector * Club Accounting * Chapter Directors * Doorway to Clubs that Welcome Visitors * Movie Links * Investment Clubs * Training Syllabus * Index
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FY 2010 Events
WEBINAR - Online from a Computer AnywhereANNUAL MEETINGand Board of Directors MeetingEach and every Space Coast Chapter BetterInvesting member is encouraged to attend this online session from the comfort of your own home.
The ANNUAL MEETING will include a special educational presentation by Steve Johnson on Finding Quality Companies - where to look and how to find them. Following Steve's presentation, the Space Coast Chapter Board of Directors will convene the required 2010 Annual Meeting to vote for your Chapter Directors for Fiscal Year 2011 covering the period from 1 October 2010 to 30 September 2011. Each and every Space Coast Chapter member is encouraged to attend this session.
Date: Thursday 2 September 2010 Time: 7:30pm to 9:00pm EDT Register: Registration Web Link: Click here! Please register at least 24 hours prior to the event. For questions on the session, registration problems, or attending a webinar session contact Webmaster@NAICspace.org.
FY 2011 Events
LIVE EventEDUCATION FAIRAll day event. Classes for beginners, intermediate, advanced, and club treasurers. Early spring 2011, Orlando area. Specifics to follow.
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While most of our sessions are now online using the Citrix GoToMeeting or GoToWebinar where you are able to attend from the comfort of your own home, the location of sessions held live are shown by the maps in this document. Click here
Internal Links -> Chapter - Venues - National & Sister Chapters - ICLUBcentral - Ellis Traub - Top of Page
WEBINAR - Online from a Computer Anywhere Syntel Inc. Online Stock to Study Bob Adams, Associate Director of Puget Sound Chapter, will lead a study of Syntel Inc. Syntel, Inc. (NASDAQ:SYNT) is a provider of information technology and knowledge process outsourcing (KPO) services to Global 2000 companies. The Syntel, Inc. stock study will be presented in the first hour. The stock study will be followed by an optional session allowing time to answer more of your questions. Bob Adams served as a Director on the BetterInvesting Computer Group Advisory Board from 1999 through 2006; has been a Director on the Board of the Puget Sound Chapter since 1994; and currently serves as a director of InvestEd Inc., a non-profit education corporation. It is recommended that you complete your own study of SYNT prior to the Online Stock Study to get the most of the discussion. The Stock Study is interactive, and the entire group works together to complete the Stock Selection Guide. Join the stock study from anywhere you can get high-speed Internet access. This event is open to all BetterInvesting members. Date: 8 September 2010 Time: 8:00 to 9:30 EST Cost: Free to BI Members Registration: To attend this Webinar, you must first register prior to the starting time. Once your registration is approved, you will receive an email message confirming your status and providing information that you need to join the event. 1. Registration Web Link: Click here! 2. Complete the registration form and Click the "Register Now" button. NOTE: member IDs are required to register for this event. Your member ID can be found on the front of your BetterInvesting Magazine in the colored bar above your name. It will be a 6- or- 7- digit number. For help, please contact our membership services area and they can provide it to you. Phone: 877-275-6242 call between 8:30 am – 6:00 pm ET or e-mail service@betterinvesting.org. Once your registration is approved, you will receive a confirmation email message with instructions on how to join the event.
Internal Links -> Chapter - Venues - National & Sister Chapters - ICLUBcentral - Ellis Traub - Top of Page
WEBINAR - Online from a Computer Anywhere Prepare For Retirement, Managing Your 401k We are going to discuss the advantages and limitations of a Tax Deferred Investment (401k, 403b or an IRA) and find out how much of a tax savings you could earn. We will show how to use Morningstar to evaluate Mutual Funds and explain why most retirement plans use them. Find out how most Investment Brokerages, that control the retirement plan, invest your money and what choices you have to improve your return. This event is open to all BetterInvesting members. Date: 9 September 2010 Time: 8:30 PM - 9:30 Eastern Time Cost: $12 plus a small registration fee Registration: To attend this Webinar, you must first register prior to the starting time. Once your registration is approved, you will receive an email message confirming your status and providing information that you need to join the event. 1. Registration Web Link: Click here! 2. Complete the registration form and Click the "Register Now" button. NOTE: member IDs are required to register for this event. Your member ID can be found on the front of your BetterInvesting Magazine in the colored bar above your name. It will be a 6- or- 7- digit number. For help, please contact our membership services area and they can provide it to you. Phone: 877-275-6242 call between 8:30 am – 6:00 pm ET or e-mail service@betterinvesting.org. Once your registration is approved, you will receive a confirmation email message with instructions on how to join the event.
WEBINAR - Online from a Computer Anywhere Can You Hear Me Now? This informal and fun orientation webinar is specifically targeted to those who have never used the GoToWebinar software. Join this webinar and we know we can guide you through the rest of the process so you can see how easy it really is! Volunteers will be standing by ready to receive your phone call and help walk you through the process if you need extra help. Don't miss out. Find out how easy it is to attend the monthly Online Stock Studies, online classes, and more. This event is open to all BetterInvesting members and the general public. Date: 13 September 2010 Time: 9:00 pm - 9:30 pm EDT Cost: FREE Registration: To attend this Webinar, you must first register prior to the starting time. Once your registration is approved, you will receive an email message confirming your status and providing information that you need to join the event. 1. Registration Web Link: Click here! 2. Complete the registration form and Click the "Register Now" button. NOTE: BI Membership is NOT required to attend this webinar. Join us! For help, please contact our membership services area and they can provide it to you. Phone: 877-275-6242 call between 8:30 am – 6:00 pm ET or e-mail service@betterinvesting.org. Once your registration is approved, you will receive a confirmation email message with instructions on how to join the event.
Internal Links -> Chapter - Venues - National & Sister Chapters - ICLUBcentral - Ellis Traub - Top of Page
WEBINAR - Online from a Computer AnywhereWhy Invest in StocksThis introductory class discusses the rationale for long-term equity investing, the value of financial freedom and how BetterInvesting principles can be applied to becoming a successful investor. This class is suitable for the true beginner, those who are considering joining or have just joined your club, even your teen-agers who have shown some interest in planning for the future. This class is recommended prerequisite to the Introduction to the Stock Selection Guide webinar series. BI membership is NOT required to attend this webinar. Invite your friends! Instructors: Carol Theine, President, Puget Sound Chapter Avi Horwitz, Director, BetterInvesting Volunteer Advisory Board Session Schedule: 8:15 pm - 8:30 pm: Introduction to GoToWebinar (for those new to online classes)8:30 pm - 9:45 pm: Why Invest in Stocks This event is open to all BetterInvesting members. Date: 20 September 2010 Time: 8:15 PM – 9:45 PM EDT Cost: This webinar is free for members. Registration: To attend this Webinar, you must first register prior to the starting time. Once your registration is approved, you will receive an email message confirming your status and providing information that you need to join the event. 1. Registration Web Link: Click here! 2. Complete the registration form and Click the "Register Now" button. NOTE: member IDs are required to register for this event. Your member ID can be found on the front of your BetterInvesting Magazine in the colored bar above your name. It will be a 6- or- 7- digit number. For help, please contact our membership services area and they can provide it to you. Phone: 877-275-6242 call between 8:30 am – 6:00 pm ET or e-mail service@betterinvesting.org. Once your registration is approved, you will receive a confirmation email message with instructions on how to join the event.
WEBINAR - Online from a Computer AnywhereOnline Stock Selection Guide TutorialThis tutorial will cover the basic operation of the Online Stock Selection Guide — everything from selecting a stock to completing the SSG and analyzing the projected return — as well as show you how to use some of the tool’s most popular features. All are welcome to attend the webinar — whether you own the full BetterInvesting membership package with access to the Online SSG or not. BetterInvesting now offers a FREE TRIAL VERSION of the Online SSG to help spread the word about fundamental stock analysis to your family and friends! Attend the webinar and we’ll spill the beans on how to find the FREE TRIAL VERSION. BI membership is NOT required to attend this webinar. Join us! This event is open to all BetterInvesting members. Date: 23 September 2010 Time: 8:00 PM - 9:15 PM EDT Cost: There is no charge for this event. Registration: To attend this Webinar, you must first register prior to the starting time. Once your registration is approved, you will receive an email message confirming your status and providing information that you need to join the event. 1. Registration Web Link: Click here! 2. Complete the registration form and Click the "Register Now" button. NOTE: member IDs are required to register for this event. Your member ID can be found on the front of your BetterInvesting Magazine in the colored bar above your name. It will be a 6- or- 7- digit number. For help, please contact our membership services area and they can provide it to you. Phone: 877-275-6242 call between 8:30 am – 6:00 pm ET or e-mail service@betterinvesting.org. Once your registration is approved, you will receive a confirmation email message with instructions on how to join the event.
Internal Links -> Chapter - Venues - National & Sister Chapters - ICLUBcentral - Ellis Traub - Top of Page
WEBINAR - Online from a Computer AnywhereUnderstanding the JargonBasic concepts and vocabulary needed to study the Stock Selection Guide are introduced. Topics include how and why people buy stocks, how the stock market provides a mechanism to share in company profits, basic investor vocabulary, why price depends on perception and supply and demand, and how the BetterInvesting method provides a structure to evaluate and select stocks for maximum return. This class is a recommended prerequisite to the Introduction to the Stock Selection Guide webinar series. BI membership is NOT required to attend this webinar. Join us! Instructors: Carol Theine, President, Puget Sound Chapter Avi Horwitz, Director, BetterInvesting Volunteer Advisory Board Session schedule (all time in EDT): 8:15 PM - 8:30 PM: Introduction to GoToWebinar (for those new to online classes) 8:30 PM - 9:45 PM: Understanding the Jargon This event is open to all BetterInvesting members. Date: 4 October 2010 Time: 8:15 PM – 9:45 PM EDT Cost: This webinar is free for members. Registration: To attend this Webinar, you must first register prior to the starting time. Once your registration is approved, you will receive an email message confirming your status and providing information that you need to join the event. 1. Registration Web Link: Click here! 2. Complete the registration form and Click the "Register Now" button. NOTE: member IDs are required to register for this event. Your member ID can be found on the front of your BetterInvesting Magazine in the colored bar above your name. It will be a 6- or- 7- digit number. For help, please contact our membership services area and they can provide it to you. Phone: 877-275-6242 call between 8:30 am – 6:00 pm ET or e-mail service@betterinvesting.org. Once your registration is approved, you will receive a confirmation email message with instructions on how to join the event.
WEBINAR - Online from a Computer AnywhereIntroduction to the Stock Selection Guide SeriesThe series includes 4 online classes plus an interactive review session to help new investors learn how to use and complete the Stock Selection Guide, BetterInvesting’s premier stock analysis tool. Homework is assigned at each session to reinforce the concepts presented. Handouts materials are made available for students to download. Recordings are made available for all sessions to allow students to review a missed class or to re-review for better understanding. Students have access to all the recordings until one week after the final review session (1/18/2011). Each class session will follow this schedule: 8:00 PM – 8:30 PM ET: Office hours - homework review and Q&A (not recorded) 8:30 PM – 10:00 PM ET: Class presentation (recorded) This is an introductory series of 4 classes designed to help the new investor learn how to use the Stock Selection Guide, BetterInvesting's premier stock analysis tool. CLASS SCHEDULE: 1 - Selecting the Best Companies Monday, October 18, 2010 • 8:00 PM – 10:00 PM EDT Learn to recognize high-quality growth stocks using the Stock Selection Guide. 2 - Determining a Fair Price Monday, November 1, 2010 • 8:00 PM – 10:00 PM EDT Continue the examination of the Stock Selection Guide to determine the potential return of a stock. 3 - Estimating Future Growth Monday, November 15, 2010 • 8:00 PM – 10:00 PM EST This class provides guidance on how to make reasonable, conservative projections of future sales and earnings growth rates. 4 – Estimating Future P/Es Monday, December 6, 2010 • 8:00 PM – 10:00 PM EST This final class provides guidelines to help the student make reasonable projections for future high and low P/Es and determine if the stock is a buy, sell, or hold. 5 – Review/Q&A Wrap-up Monday, January 10, 2011 • 8:00 PM – 10:00 PM EST Join the instructors for an informal and interactive review session. You will have the opportunity to get your questions answered and discuss the judgments made on your first Stock Selection Guides. INSTRUCTORS: Carol Theine, President, BetterInvesting Puget Sound Chapter Avi Horwitz, Director, BetterInvesting Volunteer Advisory Board This event is open to all BetterInvesting members. Dates: 10/18/2010, 11/1/2010, 11/15/2010, 12/6/2010, 1/10/2011 Time: 8:00 PM – 10:00 PM ET Cost: $40 for BI members, $60 for non-members Registration: To attend this Webinar, you must first register prior to the starting time. Once your registration is approved, you will receive an email message confirming your status and providing information that you need to join the event. 1. Registration is not yet open. 2. Complete the registration form and Click the "Register Now" button. NOTE: member IDs are required to register for this event. Your member ID can be found on the front of your BetterInvesting Magazine in the colored bar above your name. It will be a 6- or- 7- digit number. For help, please contact our membership services area and they can provide it to you. Phone: 877-275-6242 call between 8:30 am – 6:00 pm ET or e-mail service@betterinvesting.org. Once your registration is approved, you will receive a confirmation email message with instructions on how to join the event.
Internal Links -> Chapter - Venues - National & Sister Chapters - ICLUBcentral - Ellis Traub - Top of Page
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September 2011
Cincinnati, Ohio |

13 through 15 May 2011
San Diago, CA
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Monthly Series of Stock to Study Webinars brought to you by the
Usually on the first Wednesday evening of each month at 9:00pm Eastern
Introducing BetterInvesting's new Online Stock Study Series. Online group stock studies, conducted by BetterInvesting’s best volunteer educators, provide step-by-step instructions on completing a Stock Selection Guide (SSG) - including sales and earnings history and forecasts, the evaluation of management, the price-earning history and forecasts and the stock’s five-year potential. The online group study is presented using Citrix GoToWebinar technology, allowing you to learn from the comfort of your home or in a group setting with friends and family. Live session space is limited. The Online Stock Study Series is free for BetterInvesting members only. Members may register from the BetterInvesting Member Home Page.
First Cut, another new feature, is an efficient way to find stocks based on BetterInvesting-style criteria and to compare your judgments with those of other members. First Cut is designed to help members identify stock candidates that can then be analyzed using BetterInvesting tools and methodology. A common trait of these companies is a consistent growth of sales and earnings at a rate that's considered sufficient for the company's size. SSGs are available for companies such as Accenture, Apple, FactSet Research, Gilead Sciences, Global Payments, Strayer Education and many others. You are invited you to provide your Stock Studies as well. Be among the contributors who have graced us with well over one hundred studies. This is a great place for you to get stock study ideas! Just click the link on the First Cut homepage.
Upcoming Webinars
- First Tuesday of each month: Toolkit 6 User Group with Doug Gerlach. These sessions are free. Register once for all sessions.
- Third Tuesday of each month: New Investment Club Orientation Starting a new investment club, or even just thinking about it? Bring your questions to our new webinar with club expert Doug Gerlach, and get the answers you need! Whether you have questions about club accounting, running a meeting, tax preparation, coping with problem members, or any aspect of club operations, Doug can help. These sessions are free. Register once for all sessions.
Long-Term Investor Wisdom by Radio, Online, or Email:
Join in with Ellis each week at 7:30PM Eastern. Call (347) 857-3608 to listen. Dial "1" to join the conversation.
Visit Ellis' work on the web at Take Stock with Ellis Traub. You may choose to subscribe to Take Stock posts by RSS or by email. From the site, "Take Stock with Ellis Traub is dedicated to The Truth about what it takes to consistently and successfully invest in stocks. Its mission is to unmask the Wall Street myth that "investing" means playing the stock market, and is the game of guesswork and gambling the securities industry promotes.
"A single conversation with a wise man is better than ten years of study." ~Chinese Proverb
Internal Links -> Chapter - Venues - National & Sister Chapters - ICLUBcentral - Ellis Traub - Top of Page
Top of Page
Page Links ->Home Page * Events * Chapter Contacts * Potpourri * TT&T for Toolkit & Stock Study * TT&T for Stock Prospector * Club Accounting * Chapter Directors * Doorway to Clubs that Welcome Visitors * Movie Links * Investment Clubs * Training Syllabus * Index
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