$25

Smart Investing Event For Investment Clubs & Individual Investors Featuring...

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Super Giant Willow Grove, Community Center

315 York Road

Willow Grove, PA 19090

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Refund Policy

Refunds up to 7 days before event

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Plans for the Day!

Surviving the Next Recession and Bear Market – Unprepared investors can see portfolio values painfully wane. However, armed with the right intelligence, the smartest stock picking approach and sound portfolio management practices, investors can turn market disasters into opportunities. Doug will discuss his team’s approach to stock selection based upon the market’s long-term directional biases.

Stock Analysis – Master Class - The Stock Selection Guide offers unparalleled insight into the fundamental strength of a company. Doug advocates using techniques beyond the SSG to open up new investing opportunities. Learn how to utilize pro-forma results, replace GAAP with non-GAAP data, when to work with adjusted earnings (and when not to), how to fine-tune future P/E ratio estimates and to identify downside sell prices.

The Stock Doctor Is In - Each registrant will be asked to submit a stock ticker for Doug’s analysis and comments. Have your pencil and note pad ready for a host of good (or not so good) ideas.

Preparing State and Federal Club Tax Returns ICLUBcentral’s club accounting tools and tax preparation software make generating your club’s required tax filings as easy as possible! Learn how to complete your investment club’s state and Federal partnership returns in as few as seven steps. In addition, discover pitfalls to avoid – including securities that investment clubs should never own, handling investments in securities other than common stocks, and what to do you if you run into problems. Cost $25-Lunch Included

For more information - CONTACT Gloria at (contact@philly.betterinvesting.net) or 215-796-1214

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Date and Time

Location

Super Giant Willow Grove, Community Center

315 York Road

Willow Grove, PA 19090

View Map

Refund Policy

Refunds up to 7 days before event

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