Wealthmasters Partnership

Partner Involvement, Investment Return, Education Quality

Standard Meeting Details

Meeting will be held at The Byrd House - Bar & Grill in Orchard Park, NY or via Zoom; typically on a Tuesday night

¨ The dinner menu is published at their website http://www.thebyrdhouseop.com/menu-site

¨   Dinner will start at 6:00 PM and the meeting will begin promptly at 6:30 PM.

· Upcoming Meeting Overview

· Address

The Byrd House

4190 North Buffalo Road
Orchard Park, NY 14127

Phone: (716) 662-3909

· Agenda notes

Presentation

 

¨ We perform a “Group Review” of our current portfolio.  Try to review the stocks in advance of the meeting so we are better prepared to highlight key information, news, and potential new stocks at the meeting

¨ New stock presentations are made as needed and the analysis information should be shared in advance

 

Portfolio Review & Current News

¨ Please review each of your assignments for this months review.

 

¨ Some members have also been assigned a stock to “watch” for key information and news.  Please review these stocks and gather any relevant news for this months meeting.  On your research we will determine if we should buy more or sell these stocks.  Please note that if you're unable to attend the meeting please delegate your stock review to someone who will be attending.

Training/Educational Item

 

¨ Please read the section assigned by a club officer in this month’s Better Investing and be prepared to discuss it during our educational portion of our meeting.

¨ Learn about the Better Investing Course Website

 

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