ED-Day Investing Educational Workshops 2019

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8:30 am - 12:30 pm PST
Mills College
5000 MacArthur Blvd
Oakland, California 94613
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Cost: $35

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Early Registration: $30 must be received by October 18, 2019
Regular Registration: $35 registration begins October 19, 2019
Special Club Registration: $25 per person, 3 or more from the same club - see below **

**To qualify for the club discount, registrations must be submitted together and be received by October 18, 2019. For mail-in registrations, use a separate form for each person or register online at Eventbrite.

Bring a friend! Register with a non-BI member at the same time, only $20 each. Save off the regular registration fee of $35. (Mail-in registration only-See registation form attcached below)



Investing Educational Workshops  
Saturday, Otober 26th 2019 - 8:30 am to 12:30 pm
Mills College, Lucie Stern Hall 107,
5000 MacArthur Boulevard, Oakland  
The Stock Selection Guide: The Basics, Part I & II (Henry Gold) :Learn what to look for when evaluating a company for potential investment by using the BetterInvesting’s Stock Selection Guide (SSG) in order to make informed, and profitable, investing decisions. Each section of the SSG is covered as well as the key judgment areas including future high and low PE, selected low price, earnings per share growth, and how they all work together to help identify good companies at reasonable prices. Discussion will focus on why each section is important. Data sources that can help you complete an SSG will be demonstrated.

Planning and Investing For Retirement (Craig Braemer): Learn how to meet your retirement financial goals. This class will take a look at retirement planning over the years and steps to think about as retirement gets closer. Asset allocation for each decade is covered, and how asset allocation may be adjusted over time.

Tools to Research Mutual Funds (Harriet Chan): This workshop focuses on how to research and evaluate mutual funds using Morningstar and Better Investing’s Stock Fund Comparison Guide. According to MarketWatch, “Over the last 15 years, 92.2% of large-cap funds lagged a simple S&P 500 index fund.” How can you beat this statistic? BetterInvesting’s Stock Fund Comparison Guide and Morningstar are the perfect tools to use to identify mutual funds for investing.

Using a Moat to Help Your Portfolio (Craig Braemer): What is a moat? Find the answer (hint: it isn’t just something that is around a castle) and how having a strong moat can help detect a strong Stock Selection Guide (SSG). This workshop focuses on looking for quality companies, thinking about the forces that help maintain and improve Section 2 of the SSG, and how a moat can help performance through owning great stocks for the long term.

Stock to Study (Harriet Chan, Kweli Lewis, Jim Willcox): In this session, Harriet, Kweli and Jim demonstrate completing a Stock Selection Guide (SSG), highlighting the various judgment sections of the SSG. This is an interactive workshop packed with lots of practical discussion about filling out an SSG. New and experienced investors can benefit from this step-by-step stock study using the Stock Selection Guide.



Event Contact

Mail completed form and check (payable to SFBA Chapter NAIC) to:
SFBA BetterInvesting Educational Workshops
c/o Vivian Thomas
21 Hillcrest Court
Oakland, CA 94619