2019 Educational Events
To be notified of all classes when they are posted, subscribe to the RSS feed.

2019 Annual Meeting

Educational Presenter: Saul Seinberg
Dividend Growth Investing -
An Investing Strategy for All

Recording of meeting and presentation
Presentation handout

Small Talk
Finding and Selecting Small and Mid Sized
Companies for your Portfolio

October 22, 2019

7:00 - 8:15 pm MDT

Educational Topic:
Return on Equity (ROE) line 2b on the SSG

Stock presentation:

Essent Group Ltd. (ESNT)
No cost for this internet only event

     The Small Talk series focuses on selecting companies that meet the definition of small and mid sized companies as defined by BetterInvesting. A small or mid cap stock is presented and discussed, then evaluated objectively by a strict set of criteria. Attendees provide input to form a consensus judgment as we complete the SSG together. Directors from the chapter will work through the process of finding, evaluating, and selecting small companies.

Companies presented are placed in a virtual portfolio on Manifest Investing, with each new addition beginning with $1,000. The link to tracking of the performance of each of the selections over time can be found here.

Some of the sources we will be using are:

  • Small Cap Informer

  • IAS Newsletter

  • Morningstar Stock Screener

  • Toolkit 6

Register for Small Talk

Evaluate Stocks
the Investment Club Way
with BetterInvesting

Saturday, September 28, 2019
(Core Class I)
Register at 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) - to determine whether a company is a good, quality company that is trading at a reasonable price. The class is also recommended for investors who want to review the basics.  We'll cove selecting the best companies, determining a fair price, estimating future growth and the risks and total return to be expected.  In the afternoon, the class will participate in completing SSGs on selected companies.  Intro to Investing is highly recommended prior to this class, but is not required.

The class consists of morning and afternoon sessions, with a 45 minute lunch break. Lunch is on your own. You may bring your own lunch or purchase a lunch at a nearby restaurant. 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.

Go to Top

Classes and events are booked on-line with Colorado Free University or EventBrite, with payment by credit card or check. You may also opt to register via mail. 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.

Fall 2019 Education Schedule

Annual Meeting
September 12, 2019
Intro To Investing: Learn the Basics....
September 14, 2019
Mutual Funds / ETFs
September 18, 2019
Small Talk
September 24, 2019
Evaluate Stocks the Investment Club Way
September 28, 2019
Investor Education Day
October 12, 2019
Small Talk
October 22, 2019
Small Talk
November 12, 2019
Mutual Funds / ETFs
November 13, 2019


Go to Top

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.

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 "Update Profile"
Check the box for "Local Chapter News and Events,
then click on "Save Changes".

Next, use the pulldown menu for "Chapters"and select "My Chapter"
Select "Email Lists" Fill out the required information and then Submit.


Evaluating Mutual Funds and ETFs

November 13, 2019  - Register at Colorado Free University
This course offered through Colorado Free University

6:30 pm - 9:30 pm

Congratulations! You have a deferred retirement account! Now you need to select which are the best choices of mutual funds or ETF's to put your money into. This class is for you.

This class will help you make informed choices about fund selections, based on your objectives and risk tolerance. We will look at how to screen for funds, what criteria to enter into a screener, and how to evaluate the results. Using Morningstar data sheets, we will look at metrics on individual funds, and how to get the most from the information provided. We will look at the importance of diversification in selecting different funds, and examples of diversified portfolios will be given for various risk levels.

Go to Top

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

September 14, 2019
Register at Colorado Free University
This class offered through Colorado Free University

9:00 am - 12:00 pm

Class is a combination of three presentations. The first, "Why Invest in Stocks." will demonstrate 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.

These presentations will also introduce the Stock Selection Guide (SSG), the Better Investing tool used by investment clubs to determine whether a company is a good, quality company that is trading at a reasonable price.

The third takes you on a guided tour of the Value Line data sheet. Learn how to use it as a basic research source to find fundamental information on a company.

Class Location Addresses

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

Colorado Christian University (CCU)
8787 W Alameda Lakewood, CO

 ©2010-2016 Rocky Mountain Chapter Better Investing, All Rights Reserved.  


  Site Map