A class to help you put meaning to the numbers and learn how to make your own decisions. Interpreting the picture. November 11 - Club Operations Roundtable. An informal discussion for club presidents, vice presidents and education officers on issues involved in running a successful investment club. President Don Clark's review of NAIC's Official Mutual Fund Handbook, which teaches both equity fund and bond fund analysis to help you select mutual funds or bond funds for your investments.
Cost includes the handbook and forms.
January 6 - Treasurer's Roundtable. A certified financial planner will teach this class. A good class for beginners or anyone interested in increasing general knowledge of investing principles. Introduction to NAIC, reasons to invest, historical rates of return, terminology, selecting a broker, how to purchase stocks, NAIC stock selection tools. A continuation of Successful Investing Part I, this class will help to round out your understanding of investing.