2022 Educational Events


RM Chapter Model Investment Club
Focused on Finding and Selecting Small
and Mid Sized Companies for a Portfolio
Register

Wednesday, September 21, 2022

6:45 - 8:15 pm MDT


Education: TBD

 

Stock Presentation: TBD

The club meeting begins at 6:45 pm Mountain Time, with about 15 minutes for the business portion of the model club, followed by the presentations.

Join us to learn more about running an investment club, selecting small and mid-sized companies and managing a portfolio.

The Rocky Mountain Chapter Model Investment Club is focused on small and mid-sized companies as defined by BetterInvesting.  Often hard to find and evaluate, these potential gems have annual revenues of less than $10 Billion. In addition to a stock presentation, there will be a ten to fifteen minute education session during the meeting.

Register for the September 2022 Model Club


Evaluate Stocks
The Investment Club Way
Saturday, October 1, 2022

(Core Class I)
Register
This class offered on-line through Colorado Free University
9:00 am - 3:00 pm
Prerequisite: Introduction to Investment Basics or equivalent

This full-day workshop introduces the beginning investor to the tool used by investment clubs - the Stock Selection Guide (SSG).  The SSG is used to determine whether a company is a good, quality company that is trading at a reasonable price. The sessions cover selecting the best companies, determining a fair price, estimating future growth and the risks and total return to be expected for a company.  The final session will be an opportunity to practice using the principles learned to complete an SSG.  Introduction to Investing is highly recommended prior to this class, but is not required.
The sessions are:

  •     Selecting the Best Companies - Learn to recognize high-quality growth stocks using the Stock Selection Guide.
  •     Determining a Fair Price - Continue the examination of the Stock Selection Guide to determine the potential return of a stock.
  •     Estimating Future Growth - This session provides guidance on how to make reasonable, conservative projections of future sales and earnings growth rates
  •     Estimating Future P/Es - This session provides guidelines to help you make reasonable projections for future high and low P/Es and determine if the stock is a buy, sell, or hold.
  •     Practice Session - Practice what you have learned. Using current information, this interactive practice session will reinforce the principles provided in the day's sessions.

Whether you use Toolkit, the on-line Core SSG, or the on-line SSG Plus, you will gain a better understanding of how the Stock Selection Guide helps you determine whether the company is a quality company trading at a fair price.



Interested in learning more about what the Rocky Mountain Chapter board does and how it operates?


Consider joining our chapter board of directors. To learn more, attend our March monthly board meeting on Monday, March 21 at 7 p.m. 


Here's the meeting link: https://meet.goto.com/702294386

or

email for information: contact@rockymtn.betterinvesting.net


The Rocky Mountain Chapter of BetterInvesting exists to serve and support the BetterInvesting clubs and individual members in Colorado, Utah, New Mexico and Wyoming. The Board of Directors is made up of a great group of dedicated people. We work hard to offer classes, the model investment club, our annual Investors Education Day, club visits and other services. We meet monthly online. We strive to keep our meetings short and focused on our mission -- serving you.


To continue these kinds of education programs, we need some new volunteers and board members.  What we need most are associate directors, who serve one year in a non-voting capacity and then, if they are interested, move up to a full director position the following year. Being an associate director gives you a chance to see how the board operates before making a commitment to a longer term




Annual Meeting & Special Speaker
Tuesday, September 6, 2022
7:00 - 8:30 Mountain Time

Register





Fall 2022 Education Schedule


Mutual Funds / ETFs
 August 24, 2022
Annual Meeting
 September 6, 2022
Introduction to Investing
 September 10, 2022
Model Investment Club
 September 21, 2022
Evaluate Stocks the Investing Club Way
 October 1, 2022
Investor Education Day
 October 8, 2022
Model Investment Club
 October 19, 2022
Mutual Funds / ETFs
 November 9, 2022
Model Investment Club
 November 16, 2022

All classes require a minimum of four registered attendees two days prior to the class date. Classes not meeting the minimum registration will be cancelled.


Evaluating Mutual Funds and ETFs

Wednesday, August 24, 2022
Wednesday, November 9, 2022
Offered on-line through Colorado Free University

6:30 pm - 9:30 pm

Do you want to increase your knowledge of Mutual Funds and Exchange Traded Funds (ETFs)?  Do you think additional knowledge about these investments will improve your personal or deferred retirement account portfolio?  Have you wondered how you could compare different funds to determine the best “fit” for your portfolio?  Do you know where to find pertinent information about these funds?  If these are questions are in the back of your mind, we invite you to attend this class.

The two experienced instructors will expand your knowledge and guide you to reference material that will assist you in selecting the appropriate mutual funds and ETFs to suit your own portfolio.  You will learn how to evaluate these funds and, with continued practice, you will be capable of identifying the funds which will increase the value of your portfolios.  Investing is a life-time venture, and this class will provide a basic foundation to enable you to initiate or improve your knowledge of both mutual funds & ETFs.

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Intro to Investing: Learn the Basics,
Risks, Principles of Growth and More!

Saturday, September 10, 2022
Register
This class offered on-line through Colorado Free University

9:00 am - 12:00 pm


This on-line workshop introduces basic information needed prior to investing in the stock market.  The class consists of three sessions.

  •     "Why Invest in Stocks" - demonstrates why investing in stocks provides the best potential reward over time as shown by historical data.
  •     "Understanding the Jargon" - explains basic financial terms that are critical for the investor to understand in order to choose wisely and manage risk.
  •     "Using Value Line (VL)" - a guided tour of the Value Line data sheet, presenting each section and describing how to use VL as a basic research source to find fundamental information about a company.

These presentations introduce the Stock Selection Guide (SSG), the Better Investing tool used by investment clubs to determine if a company is a quality company, and if that company is trading at a reasonable price.
Presenters are all volunteers and directors of the Rocky Mountain Chapter of Better Investing.



Investor Education Day
Saturday, October 8, 2022
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Annual Meeting & Special Speaker
Tuesday, September 6, 2022
7:00 - 8:30 Mountain Time

Save the date


Keep informed about classes and chapter events! Sign up for notifications on the BetterInvesting web site.To subscribe for email announcements:

Login to the BetterInvesting web site
Select "My Account"
Verify that your email address is correct.
Select "Email and Product Subscription Information"
Check the box for "Local Chapter News and Events"
then click on "Save Changes"

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Classes and events are booked on-line with Colorado Free University or EventBrite, with payment by credit card or check. Registration for all classes or events must be received prior to the event. We reserve the right to cancel classes when we have fewer than four students. If you are registered and a class is cancelled, you will be notified by e-mail and given the option of applying the payment to future classes or events or having your money refunded. You do not have to be a Better Investing member to attend our classes or other events. All events, even those with no charge, require submission of a registration form. All handouts for classes will be made available in PDF format prior to the class.


Class Location Addresses

Colorado Free University (CFU)
7653 E 1st Pl. Denver, Co

Colorado Christian University (CCU)
8787 W Alameda Lakewood, CO
 Calvary Baptist Church
 6500 E Girard Ave Denver Co


 




 
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