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BI-SEFLC-Newsletter-v33-1-revAPA     to print a copy of the Newsletter click on the link.
 
Volume33, Issue 1                                                                                                                              August 2019
BetterInvesting Chapter Priorities:

Our priorities this year, which are in line with BetterInvesting National’s priorities for chapters, are:
 1. Establish and maintain at least one model club. Our chapter is in the process of forming a Model Club Investment Club.  
 2. Participate in Money Smart Week with at least one event open to the public, free of charge.
We are planning a program partnered with local Libraries in April.
3. Support Visit-A-Club program to help the public find clubs that are open to guests who want to learn about stock investing.
Volunteer Resources has the form for clubs to request enrollment.
4. Chapter directors making visits to BI clubs in their area.
 
 The SEFL Chapter needs the cooperation of area clubs to meet the last two requirements. Many of the club representatives that we have met reported that their membership is down due to attrition and new members are difficult to find. In addition, individual members have contacted us for a list of clubs looking for members close to their work or home. The Visit-A-Club program can provide a bridge between those looking for members and those seeking a club. Chapter directors are eager to meet with club members to help you get the most from your BetterInvesting membership.  For more information visit the chapter website https://BetterInvesting.org/seflorida or contact@seflorida.betterinvesting.net

From the President:

 I hope that you are having a relaxing, enjoyable, energizing summer and that you are ready to take advantage of the many events planned for the 2019 – 2020 season by BetterInvesing Southeast Florida Chapter (BI SEFLC).
BetterInvesting is primarily a volunteer organization whose mission is to help people take control of their financial investments by providing unbiased education, information and support.  Their motto is “Empowering Investors Since 1951.”
The Southeast Florida Chapter has monthly classes, September through April. Each class presents some basic investment education followed by a stock analysis demonstration of a company recently featured in the BetterInvesting magazine. There is a meeting of Board of Directors and volunteers after
continued on page 2
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Inside This Issue
1 Letter From the Chapter President
1 Chapter Priorities
2 Club Portfolio Contest & Review
3-4 2019 – 2020 Schedule
 
 
 
35 Years:
 Agbarra Investment Club – Pembroke Pines
25 Years:
Polaris Investment Club – Palm Beach Gardens
Run For The Money – Ramrod Key
20 Years:
Fabulous Flakes Investment Club – Ramrod Key
Pink Chips Investment Club – Plantation (pictured)
5 Years:
Blacksquad Investment Club  -  West Palm Beach
Capital Gains Investment Club –Lake Worth
High & Low LLC – Atlantis
Nabwic Investment Club – West Palm Beach
 
_____________________
 

The Club Portfolio

Evaluation & Review Seminar

featuring the portfolios of the
33 Annual Club Portfolio Competition
with Philip J. Keating, CFA
 
The Club Portfolio Evaluation & Review Seminar will present a summary and evaluation of the portfolios entered in the 2020 Club Portfolio competition with analysis and comments by Philip J. Keating, CFA, on how well the portfolio’s meet Better Investing's long term investing objectives. There will be handouts including information on all the club portfolios and the stocks they contain.
  •  
Learn how winning clubs do it!
Improve your club's investing skills.
Gain valuable knowledge,     
encouragement & guidance.
 
*Philip J. Keating, CFA, is a founder and director of Better Investing's Southeast Florida Chapter and chairman of its board of advisors. A Better Investing member since the early 1980s, he heads his own investment management firm, Keating Investment Management, in Boynton Beach, FL, where he uses Better Investing principles, tools and techniques in his work as a professional money manager. He is a respected speaker at Better Investing national events speaking on "Investing in the Best" and "Weeding and Feeding Your Portfolio," among other topics.
 
each monthly class. All BI members are welcome.
From the President: (continued)
Besides the monthly classes, a series of 4 additional classes, especially for Beginners, will be offered in September and October.
In addition to the classes, BI SEFLC will be holding a Portfolio Competition. Clubs can submit their portfolios for a professional review in January. There will be a seminar to present the results and announce the winners at the end of February.
At the end of March, a guest speaker will teach us a variety of timely topics at our Annual Investor Education Day.
They say, “Failing to plan is like planning to fail.” Plan to succeed by attending all of these informative events and taking charge of your financial future.
Graciela J Moses, SEFL Chapter President
______________________

Club’s Celebrating Anniversaries

 

Pink Chips Investment Club
 
 
50 years:
 Sunshine Shares LLC – Key West
Beaver Brook Investment Club  - Delray Beach
continued from page 1
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

 
 
DATE TIME EVENT AND DESCRIPTION
Sept. 14, 2019
 
9:30 am –
12:00 pm
 
 
Stock Study (CASA) – Introduction, Personal Finance
LIVE computer-assisted stock screening analysis using Stock Selection Guide (SSG) for featured company in September 2020 BI magazine.
Cost $60.00 for eight sessions or pay $10 for each session.
Register at door or  https://casa20.eventbrite.com   
Sept. 14, 2019
 
12:00 pm –
2:30 pm
Director Meeting – Monthly Board Meeting of chapter volunteers. 
All BI Members are invited to attend.  Free and registration not required.
Sept. 21, 2019 10:00 am –
12:00 pm
BEGINNER CLASS Part 1 - "Take Stock – Unlocking the Secrets of Investing”
4 sessions/4 weeks of 90 minute classes.  Cost $60.00 includes textbook
Details at https://begin19.eventbrite.com 
Sept. 28, 2019 10:00 am – Noon BEGINNER CLASS Part 2 - "Take Stock – Unlocking the Secrets of Investing”
Oct. 12, 2019
 
9:30 am –
12:00 pm
 
Stock Study (CASA) – Same description and cost as above for featured company in October 2019 BI magazine.   Cost $10.  Register at door or https://casa20.eventbrite.com   
Oct. 12, 2019
 
12:00 pm –
2:30 pm
Director Meeting – Monthly Board Meeting of chapter volunteers. 
All BI Members are invited to attend.  Free and registration not required.
Oct. 5, 2019
 
10:00 am – Noon

 
BEGINNER CLASS Part 3 - "Take Stock – Unlocking the Secrets of Investing”
Oct. 19, 2019 10:00 am – Noon

 
BEGINNER CLASS Part 4 - "Take Stock – Unlocking the Secrets of Investing”


 
Nov. 9 , 2019
 
9:30 am –
12:00 pm
 
Stock Study (CASA) – Same description and cost as above for featured company in November 2019 BI magazine.   Cost $10.  Register at door or https://casa20.eventbrite.com   
Nov. 9 , 2019
 
12:00 pm –
2:30 pm
Director Meeting – Monthly Board Meeting of chapter volunteers. 
All BI Members are invited to attend.  Free and registration not required.
Dec. 14, 2019
  
9:30 am –
12:00 pm
 
Stock Study (CASA) – Same description and cost as above for featured company in December 2019 BI magazine.   Cost $10.  Register at door or https://casa20.eventbrite.com  or call 1-888-901-0154 
 
Dec. 14 , 2019
 
12:00 pm –
2:30 pm
Director Meeting – Monthly Board Meeting of chapter volunteers. 
All BI Members are invited to attend.  Free and registration not required.
Jan. 1, 2020
 
 


 
Portfolio Competition Opens – Accepting club portfolios for professional review and evaluation starting December 31st, 2019 and ending Jan. 31, 2020.  Club registration of $30 entitles club to one free admission to Club Portfolio Competition Review and Evaluation Seminar and one handout.  For submission details and registration, visit https://contest20.eventbrite.com  
Jan. 11, 2020
 
9:30 am –
12:00 pm
 
Stock Study (CASA) – Same description and cost as above for featured company in January 2020 BI magazine.   Cost $10.  Register at door or https://casa20.eventbrite.com  
 
 
Jan. 11, 2020
 
12:00 pm –
2:30 pm
Director Meeting – Monthly Board Meeting of chapter volunteers. 
All BI Members are invited to attend.  Free and registration not required.
Jan. 31, 2020
 
12:00 am Portfolio Competition Ends – All registration and submission requirements must be completed for acceptance in the competition. 
Feb. 8, 2020
 
 
9:30 am –
12:00 pm
 
Stock Study (CASA) – Same description and cost as above for featured company in February 2020 BI magazine.   Cost $10.  Register at door or https://casa20.eventbrite.com  
 
Feb. 8, 2020
 
12:00 pm –
2:30 pm
Director Meeting – Monthly Board Meeting of chapter volunteers. 
All BI Members are invited to attend.  Free and registration not required.
Feb. 29, 2020 9:30 am –
12:00 pm
 
Portfolio Competition Review and Evaluation Seminar – A profitable investor experience for all attending.  Professional review and evaluation of completion entries by financial professional, Phil J. Keating, CFA.  Increase YOUR portfolio value from tips shared in the seminar.  You Must Register Early to Receive Handout.
Cost $20.  Register at https://review20.eventbrite.com or call 1-888-901-0154
Mar. 14, 2020 9:30 am –
12:00 pm
Stock Study (CASA) – Same description and cost as above for featured company in March 2020 BI magazine.  Register at door or https://casa20.eventbrite.com
 
Mar. 14, 2020 12:00 pm –
2:30 pm
Director Meeting – Monthly Board Meeting of chapter volunteers. 
All BI Members are invited to attend.  Free and registration not required.
Mar. 28, 2020 8:30 am – 2:30 pm Educational Event – Annual Meeting - details to be announced
April 11, 2020 9:30 am –
12:00 pm
Stock Study (CASA) – Same description and cost as above for featured company in April 2020 BI magazine.  Register at door or https://casa20.eventbrite.com 
 
April 11, 2020 12:00 pm –
2:30 pm
Director Meeting – Monthly Board Meeting of chapter volunteers. 
All BI Members are invited to attend.  Free and registration not required.
May 9, 2020 9:30 am –
12:00 pm
Meeting – Join “Planning for events in FY 2020-2021” with chapter volunteers.
All BI members are invited to attend. 
 
 

FALL/WINTER 2019 – 2020


Southeast Florida Chapter
C/O 416 East Acre Drive
Plantation, FL 33317
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
NON-PROFIT • VOLUNTEER BASED • MEMBER DRIVEN