North Texas Investor Education Day - 2019
2900 Live Oak St,
Dallas, Texas 75204
Selecting Stocks for your Portfolio
Carol Theine, a volunteer for BetterInvesting since 2004 with the Puget Sound Chapter and previously a chairperson of the BetterInvesting Volunteer Advisory Board, will present classes to help you be your own wealth manager.
Carol's professional career includes a computer trainer for a law firm and a tenure at Microsoft where she worked in customer support and as manager for the company's Desktop Systems unit.
She believes in financial literacy and investment education and enjoys teaching classes on these subjects.
Carol's topics will help individual investors and clubs understand the BetterInvesting methodology and where to find research resources helpful to study and screen stocks that will guide you to a well managed and profitable portfolio. Her classes will cover:
Finding Small Companies:
When to Sell
The Dallas/Fort Worth Chapter presents Investor Education Day annually as an opportunity to learn from a skilled teacher more about how BetterInvesting principles can benefit and improve your investing skills.
Breakfast snacks and lunch included in the registration
- Early Bird (until October 15) BI member: $40, non-member: $50
- Regular (after October 15): Bi members $45, non-member: $55
- Student (with ID); $25
- At the door Bi Member: $55, non-member: $65