2012 Fall Investor Workshop
Saturday, October 20, 2012 from 8:30 AM to 3:00 PM
Overland Park, KS
San Francisco, California
London, United Kingdom
Gary Ball from the BI Puget Sound Chapter will be the speaker for the fall Investor Education Workshop presented by KC Chapter of BetterInvesting. He has been affiliated with BI Since 1984 and has served as a director for BetterInvesting. Ball has presented at BI National conventions since 1991 and has been featured in SmartMoney, Consumers Digest and Forture magazines. He holds a Master's degree in electrical engineering and served as manager of Investor Relations for Fluke Corporation in Everett WA.
Topics to be addressed:
PE Ratios: “Why are there so many different ones?” will provide examples of different PE rations and cover factors that affect the PE ratio.
Portfolio Allocations will demonstrate a strategy that matches investment objectives, review historical risk and returns of major asset classes of stocks, bond and cash, portfolio diversification, and retirement planning.
Bond: The Other Part of Your Portfolio will cover the different types of bonds, show how bonds are quoted in the media, discuss bond quality ratings and way to measure yield of different types of bonds.
Lunch is include in the registration fee.
Don't miss this opportunity! Whether you are a novice or and experienced investor, you will gain from this experience. Learn from one of BI's leading educators.
When & Where
Kansas City Chapter; Better Investing
The KC Chapter covers the western half of Missouri and all of Kansas.
The KC Chapter is made up of local volunteers. Our primary goal is investor education for our clubs and members in Western Missouri and Kansas. We assist in the formation of new clubs, visit established clubs for training and trouble-shooting, and conduct training sessions for members and the public. Classed tre held in the local communities.
FOUR NAIC PRINCIPLES
1) Invest regularly, regardless of the market outlook (dollar cost avg)
2) Reinvest all earnings (DRPs)
3) Invest in well managed growth companied
4) Diversify to reduce risk