Has your club been around for a while? Do you have stocks you are interested in which don't fit into the "rules" you have established for choosing investments?

If so, you might be interested in this months Dashboard Diagnostic Session. Mark Robertson from Manifest Investing will be discussing the portfolio of the Plungers of Birmingham Michigan. The Plungers were almost ready to disband because of controversy about how to choose stocks. Then, Mark began showing them how to move beyond some of the boundaries and rules they used when they were beginning and learning to invest. This has re energized their club and allowed them to move into new and more interesting discussions at their meetings.

Does this sound like your club? In the Dashboard Diagnostics session on May 24 at 8:30 PM, Mark will review their portfolio and some of the changes they're making. Join us and you might find some new ideas you can use for your meetings! The presentation is free and everyone is invited to participate.

Register Now!

The third session in our three part treasurer training series will be held this Sunday evening, May 22 at 8:30PM ET.

This webinar will give you an overview and chance to ask questions about some of the treasurer tasks you do less frequently. We'll discuss topics such as recording expenses, withdrawals, reimbursements, advanced payments and buyouts. We'll also give a brief overview of doing a club audit and preparing your taxes. You can:

Register Now at Club Cafe

You'll also find links to the first two presentations in the series, An Orientation to Investment Club Accounting and Monthly Treasurer Tasks.

See you online!

Your friends at bivio