2019 Annual Investor Education Day

2019 Annual Investor Education Day

Date(s) - 30/03/2019
8:00 am - 3:30 pm

Jim Ward community center


Getting Money Smart with Doug Gerlach, and national BI Director Phil Keating, CFA

Doug is President of IClub Central, Editor of the award winning Investor Advisory Service and the popular Small Cap Advisory Letter. Doug will present 4 seminars, including: Smarter Stock Selection in Seven Easy Steps; 10 Dumb Mistakes Investors Make and How to Avoid Them; Adding Growth to Your Portfolio with Small and Midsized Stocks; Profit Margins, the Key to Company Quality. At days end Phil will present the winning investment clubs and portfolios in the 29th annual portfolio contest (12-31-18).

Includes breakfast, a substantial mid-day refreshment break, handouts, samples and prizes. Club portfolio winners will also be presented by BI director and professional analyst, Phil Keating, CFA.

Cost: $35 ($30 if paid by March 22)

Register: https://invest19.eventbrite.com

For information: 888/901-0154 or see website below.


Investor event followed by 33rd Annual Meeting and Election at 2:00pm – open to all BI members.





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