Annual Education Event & Annual Meeting

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9:30 am - 3:30 pm PST
Quality Inn Downtown 4th Avenue
110 East 4th Avenue | I-90 Exit #281
Spokane, Washington 99202
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Cost: $25.00

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BetterInvesting  Membership - What's In It for Me?

•  Information !          •  Education !          • Socialization !    

This year, learn how to be PROACTIVE and not REACTIVE in your retirement planning.

We are pleased to introduce our keynote speaker, Yuerg Eichmann, President of Swiss American Financial. Yuerg is a licensed Certified Retirement Financial Advisor and charter member of the Society of Certified Financial Advisors (CRFA). Yuerg has all the qualifications to help investors determine the best way to protect their retirement nest egg … and enjoy it too.
  • Avoid Retirement Planning pitfalls that can impact your investments
  • Hear about Social Security strategies;
  • Learn about common misconceptions about taxes in retirement.
“No investment plan makes sense unless you know the tax implications” ~ Yuerg Eichmann

Also, we will take a tour of the BetterInvesting (BI) website and learn about all of the investing resources that you can access.
  • First Cut, look through BI members Stock Selection Guide (SSG) evaluations of various stocks.
  • Recorded webinars on many investing topics including ‘StockUp,’ a series that explores “investing best practices” and ‘Ticker Talk,’ with bite-size pieces of investing education.
  • My Classes, recorded classes, with handouts, which include,  ‘Selecting the Best Company,’ ‘Sectors, Industries and Your Portfolio’ and ‘The path to Investing Success,' just to name a few.
How do you find a stock to buy?  Come and see the many new  stock search features of the 'Stock Selection Guide, Plus.'
  • Stock Screener – Five pre-defined screens or your own defined criterion
  • Heat Map – A ranking of the Top 100 tickers studied by BI members over the last 90 days

Cost for the education day is $25.00, lunch included. 
Check-In and 'Same Day' Registration desk opens at 9:30 AM.

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