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Portfolio Management - Core Class III Tacoma (December 2, 2017)

Puget Sound Chapter - BetterInvesting

Saturday, December 2, 2017 from 9:00 AM to 3:00 PM (PST)

Portfolio Management - Core Class III Tacoma (December...

Registration Information

Registration Type Sales End Price Fee Quantity
Portfolio Mgt - Core Class III, Tacoma, BI Members Dec 2, 2017 $25.00 $0.00
Portfolio Mgt - Core Class III, Tacoma, Non BI Member Dec 2, 2017 $50.00 $0.00

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Event Details

Class Description

Investing in stocks can be easy!  
Now you have taken the first two steps with the Stock Selection Guide (SSG) class and the SSG judgment class.  You own some stocks.  Now what?  Portfolio Management!

From a one-stock-at-a time approach, learn to put it all together in a portfolio.    Learn how to see the big picture and to view your portfolio as a package.   Don’t just buy and forget!  Learn key concepts about diversification, quality, and the real test—when to sell!

Learn the meaning of terms like diversity, quality, and value.  Learn to build and MAINTAIN your own portfolio to increase your personal wealth!

The only pre-requisites are the SSG class and the SSG Judgment class. All ages (teen and up) welcome.  Just bring your questions for five hours of detailed instruction in a supportive, small class atmosphere.


Class Schedule

  • Saturday, 12/02/2017, 9:00am - 3:00pm (PT)
  • Room is open at 8:50am (Check with reception desk for correct room)
  • 45 minutes is typically allocated for lunch.
  • Lunch will be provided in the classroom
    • Attendees may order any item on the menu.

 

Directions

 

 Hwy 16 West bound: Drive West traveling towards Gig Harbor, exit on 6th Ave (exit 3). At the traffic lights, turn left onto 6th Ave. Drive under WA State Route 16. Turn right at Pearl St. Drive 0.6 miles heading North. Turn left at Highland Pkwy. The Weatherly Inn is situated almost at the intersection of Highland Pkwy and Pearl St.

  Hwy 16 East bound: Drive East traveling towards Tacoma, exit on Pearl (exit 3). At the traffic lights, turn right onto Pearl St. Drive 0.7 miles heading North. Turn left at Highland Pkwy. The Weatherly Inn is situated almost at the intersection of Highland Pkwy and Pearl St.

  

REGISTRATION POLICY

Advanced Registration and Payment Required

Class Information Hotline:  (206)935-0861

Please select the classes you wish to attend.  We cannot take phone reservations.  Payment must be received prior to attending the class.

Please  register  early  as  sometimes we experience full enrollment and space can be limited.  Note a minimum of 6 people must be registered 15 days prior to a class or it will be cancelled.   

If you want to take your chances showing up to register at the door, you may. BUT, handout materials may not be available for walk-in students . Also, classes may be cancelled if there is insufficient enrollment to cover room and printing costs.  If you are not pre-registered, the Registrar will be unable to notify you of class schedule changes or cancellations; you may wish to call the hotline to confirm.

If you are unable to attend a class for which you are registered, please call the Hotline (206)935-0861 at least 24 hours prior to that session and we will attempt to reschedule.

Have questions about Portfolio Management - Core Class III Tacoma (December 2, 2017)? Contact Puget Sound Chapter - BetterInvesting

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When & Where


Weatherly Inn
6016 N Highlands Pkwy
Tacoma, WA 98406

Saturday, December 2, 2017 from 9:00 AM to 3:00 PM (PST)


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Organizer

Puget Sound Chapter - BetterInvesting

Covering Western Washington and the Puget Sound Region, the Puget Sound Chapter of BetterInvesting is an active group of volunteers serving nearly 200 investment clubs and over 2,000 individual club members in the Pacific Northwest. The Puget Sound Chapter provides free seminars on BetterInvesting for Individuals as well as How to Start Your Own Investment Club. Chapter Board Members are also available to visit clubs on a volunteer basis to provide support and information about BetterInvesting investment principles and other topics. Our educational seminars are provided throughout the year on stock analysis and club accounting.

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Portfolio Management - Core Class III Tacoma (December 2, 2017)
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