YOUTHPROGRAM
Click here for information on our youth program
CLASSLIST
(click on class name for description)
| Beginner Investing [BG] | | BG1 | Basic Investing Research
No
one is going to come to teach you one-on-one; YOU must determine your
destiny. Books, magazines and the internet. as well as TV, have a
barrage of information. How to start, how to sift through…join us as we
show you a path to investing. Added in will be reducing debt, saving,
budgeting, compounding, IRA, and 401Ks. Don't we all wish the investing
fairy tapped us on the shoulder? | | BG2 | Introduction to Value Line
Even
though most of us use the BetterInvesting S&P Data Service when we
complete our Stock Selection Guides (SSG), many of us like to check to
see what Value Line says about our stocks. In this class, we will look
briefly at the three parts of the Value Line Investment Survey and then
focus on the stock page. He will tell you what items he looks at first
in Value Line and the significance of comparing SSG results with Value
Line data. | BG3
| Roads to Success in Long Term Investing, Part One
Dashboards,
windshields, and dipsticks. Portfolio design and caretaking have many
similarities to checking whether your car is prepared for a journey.
Discover answers to what seem to be the most challenging questions of
portfolio management. Challenged by selling decisions? We’ll show you
that your portfolio can tell you what it needs. | | BG4 | Roads to Success in Long Term Investing, Part Two
Stock
Study Tips & Tricks: Have a nagging feeling that something isn't
quite right after completing a stock study even though the outlook
looks decent? You are plagued with pangs of uncertainty that something
isn’t quite right, but the Stock Selection Guide looks perfect and you
buy. However, the stock price is sluggish for months and years
before the stock makes the next advance, if ever. All of the trends
were headed in the right direction, so what went wrong? Can the SSG
have a blind spot? What can we do about it? | | Computers and Software [CS] | | CS1 | Introduction to Software
There
are several software programs available for stock analysis using
BetterInvesting's methodologies, some suitable for beginners and some
more appropriate for advanced investors. In addition, a new generation
of web-based tools provides more options from which investors can
choose. This class provides an overview of all of these programs to
help you decide which program best suits your personal needs. | | CS2 | Introduction to Investor's Toolkit
Investor's
Toolkit is the most popular Stock Selection Guide (SSG) program used by
BetterInvesting members. Learn how to get started using the tool to
analyze and compare companies, create and track a portfolio, and follow
a company after you own it | | CS3 | Advanced Investor's Toolkit
Investor's
Toolkit 5 adds extra-strength portfolio management tools to the stock
analysis functions that have made the program so popular among club
members and individual investors. Learn more about these advanced
portfolio features as well as about hidden functions in the program
that are suitable only for use by more experienced investors. | | CS4 | Geeky Tools For Investors
Release
your inner geek and find new ways to use the computer and Internet to
your investing advantage. Fast paced class will survey websites
and software, all free or very affordable, that can save you time,
money, and frustration. | | Financial and Accounting [FA] | | FA1 | Demystify Club Reports
Every
club member has access to any club report. Do you know what they
report and what they mean? Explore these reports to get a better
understanding of what information is generated regarding the
investments in your club. Become a well informed and more involved
member of your club. | | FA2 | How to Read an Annual Report - Income Statement
Is
This Company a Money Maker? Most investors begin by reading the
company's annual report to get a "feel" for a particular company, its
products, and its management. You do need to know what is important to
look for in financial reports, where to find it, and what it means to
you as a user of corporate financial information. The purpose of this
class is to make reading the income statement reasonably understandable
for the non-financially oriented individual. You will be provided with
the means to better understand a company's financial health. | | FA3 | How to Read an Annual Report - Balance Sheet
It
is important to know the financial condition of the companies you are
going to invest in. The Balance Sheet provides the information we need
to analyze a company’s financial health. In this class we will take a
close look at what the Balance Sheet tells us about the company and
learn what some important Balance Sheet ratios tell us. | | FA4 | How to Read an Annual Report - Cash Flow
What
Is the Company Doing With My Money? The Cash Flow Statement is
one of the three main financial statements of a business. The Cash Flow
Statement categorizes a company's cash receipts and disbursements by
three major activities: operations, investing, and financing. If you
believe in the old adage that "it takes money to make money", then you
have grasped the essence of cash flow. An adequate cash flow is the
single most important element to a company's survival. Because of the
level of importance of cash flow, you should have a solid understanding
of how the cash flow statement works. | | Portfolio Concepts [PC] | | PC1 | Portfolio Management
Good
portfolio management will improve your overall returns, and further
discipline your approach to investing. In this session we'll talk
about when to sell, how to keep a watchful eye on the stocks you
own, and how to properly weed out the stocks that may be dragging your
returns down. We'll utilize Investor's Toolkit software,
including the Stock Selection Guide (SSG) and Portfolio Evaluation
Review Technique (PERT) for this session. | | PC2 | Beyond the Stock Selection Guide (SSG)
Many
members wonder what else they can do to manage their stocks, in
addition to using the Stock Selection Guide. In this session, the
instructor will suggest some non-BI analysis techniques that can be
used to help. They are designed to be easy, yet effective.
Join us and see if these ideas help you! | | PC3 | Investor Relations
We
will discuss why companies go to investor conferences and the
difference between retail and institutional conferences. You will learn
the benefits of visiting the company booths in the Expo area. You will
learn questions to ask the investor relations people who are in the
booth to help you with your investment analysis. We will learn how to
analyze answers we are given to determine if we are looking at
short-term problems or long-term problems. Short-term problems may
represent buying opportunities; long-term problems may represent a
reason to sell. | | PC4 | Financial Planning Using the Portfolio Manager Software
We
will review some of the fundamental concepts in financial planning and
the various investment alternatives. The Portfolio Manager
software will be demonstrated with the emphasis on portfolio design for
an efficient portfolio as the foundation for sound financial planning. |
EVENTSCHEDULE
(Subject to change - Please check back for updates)
Friday, October 3, 2008 5:00 PM - Registration Opens 7:00 PM - Class Session 1 8:00 PM - Computer Lab Opens - Sherborn
Attendee Social - Wayland
Saturday, October 4, 20087:15 AM - Registration Opens 7:30 AM - Breakfast Buffet - Ballroom 8:00 AM - Computer Lab Opens - Sherborn
Exhibitor Hall Opens - Commons 1&2 8:15 AM - Opening Remarks - Ballroom 8:30 AM - Company Presentations - Ballroom
Staples and SAP 10:00 AM - Class Session 2 11:00 AM - Class Session 3 12:00 PM - Lunch Buffet - Ballroom
Keynote
speaker Bonnie Reyes, President and COO of BetterInvesting 12:45 PM - Company Presentations - Ballroom
CVS and P&G 2:00 PM - Class Session 4 3:00 PM - Door Prize Giveaway - Ballroom
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