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Money Management
Introduction to Investing
with Better Investing Rocky
Mountain 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.
$51Non-Member
$39 Member
$5 Materials fee payable in class
EAST DENVER
: 7th & Colorado
6635S: One Sat., 9AM–12:30PM 1/7
Using the Stock Selection
Guide Tool
An All-Day Workshop with the
Better Investing (BI) 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.
$51 Non-Member
$39 Member
$5 materials fee payable in class
EAST DENVER
: 7th & Colorado
6636K: One Sat., 9AM–3PM 1/21
Evaluating Mutual Funds
and ETFs
Congratulations! You have a deferred
retirement account! Now you need to choose
the best mutual funds or ETFs to put your
money into. This class can help you make
informed choices about fund selection
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 to get the most from the information
provided. Discover the importance of
diversification in selecting different funds,
and see examples of diversified portfolios
for various risk levels. Class is taught by
Ralph Futch
, a longtime member and
instructor with the Rocky Mountain Chapter
of Better Investing.
$41 Non-Member
$29 Member
$10 materials fee payable in class
CFU LOWRY
: Near 1st & Quebec
6634BT: One Wed., 6:30–9:30PM 10/26
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. Lee
also teaches two extremely well-received
classes on Social Security and Medicare
planning at CFU.
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
6606L: One Wed., 6:30–8:30PM 10/19
6606M: One Wed., 6:30–8:30PM 11/16
6606N: One Wed., 6:30–8:30PM 12/14
6606O: One Wed., 6:30–8:30PM 1/18
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 helped hundreds
of women gain financial understanding and
independence and is known for her ability
to help people easily understand complex
financial concepts. Class is free, but you
must register to attend.
FREE! Non-Member
FREE! Member
GREENWOOD VILLAGE
: I–25 and Arapahoe Rd
4320V: One Sat., 9–10:30AM 1/14
Retirement Income, Taxes,
and You!
You may have a number of income sources
to support retirement, but have you thought
through the tax ramifications of those
income streams? People with the same
gross incomes in retirement can end up
having very different net incomes. This
class explores how you might use different
strategies both before and after retiring to
make sure taxation does not unnecessarily
diminish your retirement income. The class
focuses on understanding how different
sources of income and different approaches
can affect after tax income during the
lifetime of retirees, and not on any specific
products.
M. Shannon Dana
, a CFP® advisor
and practitioner and adjunct professor at
the College for Financial Planning, has more
than 15 years’ experience training other
advisors and providing financial planning for
individuals.
Securities offered through LPL Financial, Member FINRA/SIPC. Advisory
services offered through Western Wealth Management, a registered
investment advisor. Colorado Free University, DC & Associates
,
and
Western Wealth Management are separate entities from LPL Financial.
The information in this class is not intended to be a substitute for specific
individualized tax advice. We suggest that you discuss your specific tax
issues with a qualified tax advisor.
$46 Non-Member
$34 Member
CFU LOWRY
: Near 1st & Quebec
4621B: One Sat., 1–3:30PM 10/22
4621C: One Mon., 6:30–9PM 11/14
4621D: One Tue., 6:30–9PM 12/13
4621E: One Thu., 6:30–9PM 1/12
Free Class!
