Investment Club Support
The Northeast Ohio Chapter provides support to BetterInvesting clubs in a variety of ways. The following subject areas contain valuable information in an effort to keep our investment clubs running smoothly and profitably. Please let us know if you have any questions by contacting us at firstname.lastname@example.org
2017-18 Club Education Offerings
Every BetterInvesting dues-paying club is eligible for one FREE club visit per calendar year. Visits can be informal, such as to meet a director. You may also choose from these 30 minute options:
Navigating the BI Website
Navigating the Online SSG
Two Hour Classes
Cost: $10 per attendee, minimum of $100
Why Invest in Stocks?: The market's 10% average yearly return for 100 years is evidence that it is safe over the long run. Learn how to buy more and pay less, build wealth, diversify, and have long-term success with stocks.
Navigating the Online SSG: Learn what “buttons to push” on the online SSG in an interactive, hands-on workshop. With confidence quickly complete an SSG! Learn as we navigate you through this tool. Laptop or tablet required.
Using Savvy Judgment: Do you have questions about how to forecast earnings growth, pick high and low P/E’s, what P/E’s to cross out, or choose a low price? This class is for you!
Demystifying P/E Ratio: The importance of the P/E ratio cannot be underestimated. Emotion drives the market, and the P/E is the indicator. Learn how not to let emotion get in the way of your buy and sell decisions.
How to Review a Stock You Own: Do you have problem stocks in your portfolio that are keeping you up at night? Evaluate a company by completing our new "Stock Workbook!" And learn when to sell!
Portfolio Tune-Up: Using your holdings, learn portfolio management principles, sector diversification, and Better Investing principles for quality and value. No investment recommendations are made.
Louise Gregory, Club Visit Coordinator
330-666-8513 or email@example.com
Club Contact FAQ
If you have questions about determining who your club contact currently is, how to change your club contact and other frequently asked questions, please see the attached document or contact us at firstname.lastname@example.org
Please be sure that your club contact realizes that they will be the only one in the club receiving mailings and materials from the Chapter and that they should bring or forward copies of those items to the other members of the club.
Related Files - Club Contact FAQ
Club Anniversary Certificate Program
The Northeast Ohio Chapter recognizes clubs celebrating their incremental five year anniversaries. We believe reaching such a milestone is an achievement deserving recognition and congratulations from BetterInvesting. Home Office will be providing the Northeast Ohio Chapter a certificate for each investment club reaching this milestone.
A chapter representative will reach out to the club contact of each investment club celebrating this special anniversary to make arrangements for the certificate presentation. Please be sure to let us know of any change in contact information with regard to your club contact by sending an email to email@example.com
Thank you for being a BetterInvesting Club!