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Is a Withdrawal an Investment Club Expense?
Don't forget, you have an opportunity this Sunday evening to participate in a live webinar discussing the answer to this and other mysteries your investment club treasurer only needs to address every now and then.

Since you don't have to handle them regularly, it is easy to forget what is important. Several of the types of entries are not easily corrected after the fact. It pays to spend a little time refreshing your memory about things you need to make sure you consider when you do make them.

Our presentation, "Non-Monthly Treasurer Tasks", is designed to give you an overview of some of your non-routine tasks like entering club expenses, entering withdrawals, entering advance payments, bounced checks and member reimbursements. We'll also touch briefly on tax and audit items it's good to have an understanding of. It will be a great opportunity to get your questions answered live.

Since we don't do these tasks on a regular basis, we all have questions. Set aside a little time on Sunday, June 1 at 8:30PM ET and you're sure to get some of them answered.

The webinar is free and everyone is invited but space is limited. Register now:

Non-Monthly Treasurer Tasks


Laurie Frederiksen
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