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Register now! Call 303-399-0093 or online:
Introduction to Investing
With Better Investing Rocky Moun-
tain Chapter
Class is a combination of three
presentations. The first, “Why Invest in
Stocks,” will demonstrate why investing
in stocks provides the best potential
reward over time as shown by historical
data. “Understanding the Jargon” explains
basic financial terms that are critical
for the investor to understand in order
to choose wisely and manage risk. The
third takes you on a guided tour of the
Value Line data sheet. Learn how to
use it as a basic research source to find
fundamental information on a company.
Founded in 1951,
Better Investing (BI)
is
a global non-profit investment education
organization that provides support to help
create successful lifetime investors. Our
investment philosophy is based upon the
sound investment principals promoted
by Benjamin Graham and Warren Buffett.
Class is taught by members of the Rocky
Mountain Chapter of BI, who have been
successfully managing their own portfolios
using the BI methods. Class is free but you
must register to attend.
$FREE Non-Member
$FREE Member
S. E. DENVER
: 7th & Colorado
6635Q: One Sat., 9AM-12:30PM 1/9
Using the Stock Selection
Guide Tool
An All-Day Workshop with the
BetterInvesting Rocky Mountain
Chapter
This full-day workshop guides the beginning
investor through the Stock Selection Guide
form, section by section, digging deeper
to evaluate an individual stock. The SSG
class is also recommended to investors
who want to review the basics. We’ll cover
selecting the best companies, determining
a fair price, estimating future growth, and
estimating future P/Es. Learn to recognize
high-quality companies, determine the
potential return of a stock, make reasonable
projections about future growth and
determine if the stock is a buy, hold, or sell.
Class is taught by members of the
Rocky
Mountain Chapter of BI
, who have been
successfully managing their own portfolios
using the BI methods. Intro to Investing
(#6635) is highly recommended prior to
this class, but not required.
$46 Non-Member
$34 Member
$5 materials fee payable in class
S. E. DENVER
: 7th & Colorado
6636I: One Sat., 9AM-3PM 1/16
Evaluating Mutual Funds
and ETFs
Congratulations! You have a deferred
retirement account! Now you need to select
which are the best choices of mutual funds
or ETF’s to put your money into. This class
is for you. This class will help you make
informed choices about fund selections,
based on your objectives and risk tolerance.
We will look at how to screen for funds, what
criteria to enter into a screener, and how to
evaluate the results. Using Morningstar data
sheets, we will look at metrics on individual
funds, and how to get the most from the
information provided. We will look at the
importance of diversification in selecting
different funds, and examples of diversified
portfolios will be given for various risk
levels. Class is taught by
Ralph Futch
, a long
time member and instructor with the Rocky
Mountain Chapter of Better Investing.
$41 Non-Member
$29 Member
CFU LOWRY
: Near 1st & Quebec
6634BQ: One Wed., 6:30-9:30PM 2/10
6634BR: One Wed., 6:30-9:30PM 3/30
Women & Wealth
It’s Different for Women
Women often earn
less than men,
participate in the
work force less
time than men,
and statistically live
longer than men.
Women are often
alone in retirement;
some never marry, are divorced, or are
widowed early on (the average age for a
widow is 56). Since women live longer in
retirement, with less in savings, and more
often alone, it’s no wonder many secretly
fear becoming a “bag lady!” If you’re a
woman age 40 or more and are concerned
about your financial future, this is the class
for you! Topics will include Social Security,
IRAs, ROTHs, 401Ks, Wills, Living Trusts,
and more. You’ll learn about important
financial considerations you need to know to
help create a secure financial future.
Linda
Gardner
has been helping women gain
financial understanding and independence
for decades and is known for her ability
to help people easily understand complex
financial concepts.
$46 Non-Member
$34 Member
ENGLEWOOD
: I-25 & County Line Road
4320R: One Sat., 9AM-12PM 2/6
4320S: One Sat., 9AM-12PM 3/19
NEW! Assess Your
Investing Risk Tolerance to
Personalize Your Portfolio
The whole notion of securities investing can
make your stomach churn. Eighty-seven
percent of securities investors are either
over or under invested when it comes to
their risk tolerance and their actual financial
needs. This class takes you through the ins
and outs of goal setting and risk tolerance.
Determine your specific risk tolerance using
a risk tolerance assessment so that you
can guide the balancing of your portfolio
to fit your needs and goals. Whether
you are a new or long-time investor, get
important information that will help you
direct your investments, whether you’re
self-managing or using an advisor.
Jeremy
Lambert
is a registered Investment Advisor
Representative. His family’s business,
Cherry Street Partners, has been assisting
investors in the Denver metro area and
around the country for 40+ years, currently
managing over 300 million in assets. Forbes
Magazine, 5280 Magazine, Financial Times
and NABCAP have recognized them as one
of the top investment and financial planning
firms. Legal compliance disclosures
available at
.
$41 Non-Member
$29 Member
CFU LOWRY
: Near 1st & Quebec
3119A: One Thu., 6:30-8:30PM 2/11
3119B: One Thu., 6:30-8:30PM 3/24
3119C: One Sat., 1-3PM 4/23
Life After Work
How to Create a Sustainable
Retirement Income Stream
Gain a better understanding of the
many different ways you might fund your
retirement from your investments and
how to integrate it with Social Security
benefits and/or a pension plan. Class goes
in to detail on the four main strategies
of retirement planning: living off interest
(of savings); planning for mandatory vs.
discretionary spending; using the 4% rule;
and the Bucket Method. Unlike some other
retirement planning classes, the instructor
integrates all four strategies with social
security and pensions. Taught by
Lee
Claymore
, a Certified Financial Planner with
more than 25 years in the business.
Branch office: Cirrus Financial Group, 6855 S. Havana St. #270,
Centennial, CO 80112, (ph) 303-706-1033, Securities and Advisory
Services offered through Cetera Advisors, LLC. Member SIPC/FINRA.
Cetera is under separate ownership from any other entity.
$36 Non-Member
$24 Member
CFU LOWRY
: Near 1st & Quebec
6606D: One Wed., 6:30-8:30PM 1/20
6606E: One Wed., 6:30-8:30PM 2/17
6606F: One Wed., 6:30-8:30PM 3/16
6606G: One Wed., 6:30-8:30PM 4/20
Money Management
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