North Texas Investor Education Day - 2019

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9:00 am - 2:00 pm CT
Meadows Conference Center
2900 Live Oak St,
Dallas, Texas 75204
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Cost: See ticket information below

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Selecting Stocks for your Portfolio

The 2019 North Texas Investor Education Day will present a series of classes to help you select stocks for your portfolio and be your own wealth manager.  

Our instructor will be Carol Theine, a volunteer for BetterInvesting  with the Puget Sound Chapter since 2004.  Her classes 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.



  • Finding Small Companies: 

  • BetterInvesting Methodology

  • Research Resources

  • When to Sell

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 also has been a chairperson of the BetterInvesting Volunteer Advisory Board,

She believes in financial literacy and investment education and enjoys teaching classes on these subjects.

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

Ticket Info:

  • 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


An interest in long term investing

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