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  • Contact Us
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  • 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
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  • MUTUAL FUNDS ALERT
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  • HANDOUTS
  • Website Updates

Portfolio Competition Review and Evaluation Seminar


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A profitable investor experience for all. This seminar, open to Clubs and their members, as well as non-club Chapter members, is the culmination of the previous year's efforts towards winning the Portfolio Competition.

This seminar includes an in depth professional review and evaluation of completed Club entries by financial professional, Phil J. Keating, CFA. Phil gives an educational presentation on each portfolio, noting the merits and the flaws, and offers sound constructive advise for the next year.

Please check the
SCHEDULE button for more details.


We hold our meetings, classes, and events at:
Jim Ward Community Center
301 NW 46th Avenue
Plantation, FL 33317

  • 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