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  • ABOUT US
  • Contact Us
  • Schedule
  • Annual Events
    • ANNUAL INVESTORS EDUCATION DAY
    • Portfolio Competition
    • Portfolio Competition Review and Evaluation Seminar
  • Education
  • Concepts and Tools
    • Finding Growth Rate
    • Compounded Growth
    • Behavioral Finance
    • Order of Operations
  • Photos
  • Chapter News
  • MUTUAL FUNDS ALERT
  • DISCLAIMER
  • HANDOUTS
  • Website Updates

Educational Event - Annual Meeting


      All of our annual events are important. But this one, The Educational Event and Annual Meeting is the most important because it provides something for everyone from beginners all the way to experienced investors. At the end of the day, everyone walks away with nuggets of knowledge that will make them better investors.
      Each year we strive to invite, from outside our realm, speakers, analysts, company representatives, and occasionally, government officials, to give us their perspective on financial and market issues both Global and National. We always have at least one presenter that specializes in stock analysis, and depending on the size of the event, we sometimes run presentations concurrently.

      The Educational Event and Annual Meeting is a one day affair. Typically we start the day with a Continental breakfast at 8:30am. After that, we begin a series of presentations that last around 45 minutes each, separated by 10 minute breaks. Handouts are included.
     
      We set aside about 20 minutes in the early afternoon for installation of new volunteer Board members and the presentation of Awards for the Portfolio Competition winners. Depending on the number of presenters, the event typically ends around 2:30pm.

Please note: This event is sometimes subject to change. Please check this website as the date gets closer.

  • HOME
  • ABOUT US
  • Contact Us
  • Schedule
  • Annual Events
    • ANNUAL INVESTORS EDUCATION DAY
    • Portfolio Competition
    • Portfolio Competition Review and Evaluation Seminar
  • Education
  • Concepts and Tools
    • Finding Growth Rate
    • Compounded Growth
    • Behavioral Finance
    • Order of Operations
  • Photos
  • Chapter News
  • MUTUAL FUNDS ALERT
  • DISCLAIMER
  • HANDOUTS
  • Website Updates