conway first investment club
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Conway First Investment Club. Carleton H. Brown, President. About BetterInvesting. - PowerPoint PPT PresentationTRANSCRIPT
Conway First Investment Club
Carleton H Brown President
About BetterInvesting
BetterInvesting is a non-profit organization providing investment information education and support that empowers members to become successful lifetime investors Founded in 1951 BetterInvesting has provided investment education to more than five million people and is a charter member of the World Federation of Investors which provides investment education in over
17 countries worldwide BetterInvesting currently has 161670 members Of
these 129081 belong to one of 16174 local BetterInvesting clubs which provide networking and
practical investing experience for members nationwide
BetterInvesting Cont
Investment Clubs The average investment club is four years old and has 11 members The average club member invests $84 per month through club programs The average club invests $927 of member funds monthly The average investment club portfolio is worth $86700 Regional Chapters BetterInvesting has 95 regional chapters supported by over 1700
volunteers Regional chapters plan organize and present investment seminars workshops computer events and investor fairs throughout the year
BetterInvesting programs and member services are designed to complement the organizations four core investing principles Invest a set amount regularly Reinvest earnings dividends and profits Invest in quality growth stocks and equity mutual funds Diversify your investments
Conway First Investment Club amp Central Arkansas Chapter CFIC is a community of
like-minded people committed to becoming better more informed investors CFIC is a registered partnership that was officially formed by a group of professional individuals in Oct of 2006
CFIC plans to invest its partnersrsquo money in stocks for the education and benefit of the partners The goal of the partners is to learn how to effectively select companies for investment and to profit and learn from the experience
Proud members of the Central Arkansas Chapter of BetterInvesting
What Membership Can Mean
When you join an investment club plan to stay a member until your retirement years
Be aware In the first year or two many clubs show losses or only small gains However as members become more knowledgeable and the amount of money under management grows gains often begin to increase exponentially
Results of that knowledge Typically when a club forms only two members own personal portfolios After five years almost all do Currently nine out of ten NAIC club members buy securities for their own accounts in addition to making club investments
Member Expectations
Formal Education Program 4-5 hoursmonth study time Attend local Chapter classes Members committed to long-term program A club is a way to invest for your
future -by building both your
knowledge and investment PROFITS
with others
Member Expectations
Learn to analyze stocks Take a turn presenting stock purchase
consideration Be a willing Stock Watcher and report on
companies Pay club dues promptly Complete homework and assignments in a
timely manner Help with the annual audit Be willing to train for and take a turn as an
officer
Itrsquos A Partnership
A Partner is a person who has signed the Partnership Agreement been voted into the club and signed a statement agreeing to abide by the Partnership Agreement and By-laws of the Club
Partnership Agreement Partnership Agreement 1048715 Broad ObjectivesClub Philosophy Outlined 1048715 Legal document controlling club 1048715 Partnerrsquos Capital Accounts 1048715 Management 1048715 Sharing of Profits amp Losses 1048715 Accounting 1048715 Withdrawing criteria -associated fees 1048715 Voting criteria -majority percentage 1048715 Modified infrequently 1048715 Signed by all members who receive copies
Mission Statement Objective amp Key Principles Mission Statement Invest the partnersrsquo money using a long-term
approach in stocks with the goal of maximizing return while minimizing risk and for the education and benefit of the partners It is not a ldquoget rich quickrdquo scheme in terms of financial awards We are dedicated to helping our family friends and ourselves achieve better lives through a coming together as individuals to pursue financial security education and camaraderie
Objective To educate all partners in the areas of investing and the stock market achieving at least an average of 149 compounded annual growth rate on all securities through long-term capital appreciation with moderate to high-risk acceptance
Key Principles Invest Regularly Regardless of the Market Outlook Reinvest All Earnings Invest in Growth Companies Diversify to Reduce Risks
Officers Committees President Vice President Secretary Treasurer Assistant Treasurer General Board
Member General Board
Member
Club Committees encourage preparation work before meetings allow more efficient meetings amp stimulate discussion
Club Committees Education Verification (conduct
an annual verification of the records )
Club CommitteesStock Presentation Committee
Presents 1-2 stocks each month Presents an Industry Study each month
FoodRefreshments Committee Responsible for food andor drinks
Stock Watcher Committee Follow up on club holdings Member who recommended stock should not follow
that company once it is bought Remember that investment clubs work so well
because several people share the work
By-Laws A partner should thoroughly read and
be familiar with the CFIC By-Laws The By-Laws include but not limited to
Partner definition amp responsibilities Meetings Procedures for transactions (buy amp sell) Guests invite Contributions New members Withdrawal of a member
How Many Members
Ideally a club should be big enough for members to divide the work without it becoming burdensome for any individual yet small enough to give everyone a sense of direct involvement and personal interest Therefore our club will not exceed twenty members
Next Meeting
Time amp Place January 28th 2006 Old Business Membership New Business
Speaker Mr Tom Martinka President of Central Arkansas Chapter of NAIC
Philosophy of Long-Term Investing How to Analyze Stocks (SSG)
Where Do I Sign Up
Q amp A Adjournment Enrollment amp Club Social Time
About BetterInvesting
BetterInvesting is a non-profit organization providing investment information education and support that empowers members to become successful lifetime investors Founded in 1951 BetterInvesting has provided investment education to more than five million people and is a charter member of the World Federation of Investors which provides investment education in over
17 countries worldwide BetterInvesting currently has 161670 members Of
these 129081 belong to one of 16174 local BetterInvesting clubs which provide networking and
practical investing experience for members nationwide
BetterInvesting Cont
Investment Clubs The average investment club is four years old and has 11 members The average club member invests $84 per month through club programs The average club invests $927 of member funds monthly The average investment club portfolio is worth $86700 Regional Chapters BetterInvesting has 95 regional chapters supported by over 1700
volunteers Regional chapters plan organize and present investment seminars workshops computer events and investor fairs throughout the year
BetterInvesting programs and member services are designed to complement the organizations four core investing principles Invest a set amount regularly Reinvest earnings dividends and profits Invest in quality growth stocks and equity mutual funds Diversify your investments
Conway First Investment Club amp Central Arkansas Chapter CFIC is a community of
like-minded people committed to becoming better more informed investors CFIC is a registered partnership that was officially formed by a group of professional individuals in Oct of 2006
CFIC plans to invest its partnersrsquo money in stocks for the education and benefit of the partners The goal of the partners is to learn how to effectively select companies for investment and to profit and learn from the experience
Proud members of the Central Arkansas Chapter of BetterInvesting
What Membership Can Mean
When you join an investment club plan to stay a member until your retirement years
Be aware In the first year or two many clubs show losses or only small gains However as members become more knowledgeable and the amount of money under management grows gains often begin to increase exponentially
Results of that knowledge Typically when a club forms only two members own personal portfolios After five years almost all do Currently nine out of ten NAIC club members buy securities for their own accounts in addition to making club investments
Member Expectations
Formal Education Program 4-5 hoursmonth study time Attend local Chapter classes Members committed to long-term program A club is a way to invest for your
future -by building both your
knowledge and investment PROFITS
with others
Member Expectations
Learn to analyze stocks Take a turn presenting stock purchase
consideration Be a willing Stock Watcher and report on
companies Pay club dues promptly Complete homework and assignments in a
timely manner Help with the annual audit Be willing to train for and take a turn as an
officer
Itrsquos A Partnership
A Partner is a person who has signed the Partnership Agreement been voted into the club and signed a statement agreeing to abide by the Partnership Agreement and By-laws of the Club
Partnership Agreement Partnership Agreement 1048715 Broad ObjectivesClub Philosophy Outlined 1048715 Legal document controlling club 1048715 Partnerrsquos Capital Accounts 1048715 Management 1048715 Sharing of Profits amp Losses 1048715 Accounting 1048715 Withdrawing criteria -associated fees 1048715 Voting criteria -majority percentage 1048715 Modified infrequently 1048715 Signed by all members who receive copies
Mission Statement Objective amp Key Principles Mission Statement Invest the partnersrsquo money using a long-term
approach in stocks with the goal of maximizing return while minimizing risk and for the education and benefit of the partners It is not a ldquoget rich quickrdquo scheme in terms of financial awards We are dedicated to helping our family friends and ourselves achieve better lives through a coming together as individuals to pursue financial security education and camaraderie
Objective To educate all partners in the areas of investing and the stock market achieving at least an average of 149 compounded annual growth rate on all securities through long-term capital appreciation with moderate to high-risk acceptance
Key Principles Invest Regularly Regardless of the Market Outlook Reinvest All Earnings Invest in Growth Companies Diversify to Reduce Risks
Officers Committees President Vice President Secretary Treasurer Assistant Treasurer General Board
Member General Board
Member
Club Committees encourage preparation work before meetings allow more efficient meetings amp stimulate discussion
Club Committees Education Verification (conduct
an annual verification of the records )
Club CommitteesStock Presentation Committee
Presents 1-2 stocks each month Presents an Industry Study each month
FoodRefreshments Committee Responsible for food andor drinks
Stock Watcher Committee Follow up on club holdings Member who recommended stock should not follow
that company once it is bought Remember that investment clubs work so well
because several people share the work
By-Laws A partner should thoroughly read and
be familiar with the CFIC By-Laws The By-Laws include but not limited to
Partner definition amp responsibilities Meetings Procedures for transactions (buy amp sell) Guests invite Contributions New members Withdrawal of a member
How Many Members
Ideally a club should be big enough for members to divide the work without it becoming burdensome for any individual yet small enough to give everyone a sense of direct involvement and personal interest Therefore our club will not exceed twenty members
Next Meeting
Time amp Place January 28th 2006 Old Business Membership New Business
Speaker Mr Tom Martinka President of Central Arkansas Chapter of NAIC
Philosophy of Long-Term Investing How to Analyze Stocks (SSG)
Where Do I Sign Up
Q amp A Adjournment Enrollment amp Club Social Time
BetterInvesting Cont
Investment Clubs The average investment club is four years old and has 11 members The average club member invests $84 per month through club programs The average club invests $927 of member funds monthly The average investment club portfolio is worth $86700 Regional Chapters BetterInvesting has 95 regional chapters supported by over 1700
volunteers Regional chapters plan organize and present investment seminars workshops computer events and investor fairs throughout the year
BetterInvesting programs and member services are designed to complement the organizations four core investing principles Invest a set amount regularly Reinvest earnings dividends and profits Invest in quality growth stocks and equity mutual funds Diversify your investments
Conway First Investment Club amp Central Arkansas Chapter CFIC is a community of
like-minded people committed to becoming better more informed investors CFIC is a registered partnership that was officially formed by a group of professional individuals in Oct of 2006
CFIC plans to invest its partnersrsquo money in stocks for the education and benefit of the partners The goal of the partners is to learn how to effectively select companies for investment and to profit and learn from the experience
Proud members of the Central Arkansas Chapter of BetterInvesting
What Membership Can Mean
When you join an investment club plan to stay a member until your retirement years
Be aware In the first year or two many clubs show losses or only small gains However as members become more knowledgeable and the amount of money under management grows gains often begin to increase exponentially
Results of that knowledge Typically when a club forms only two members own personal portfolios After five years almost all do Currently nine out of ten NAIC club members buy securities for their own accounts in addition to making club investments
Member Expectations
Formal Education Program 4-5 hoursmonth study time Attend local Chapter classes Members committed to long-term program A club is a way to invest for your
future -by building both your
knowledge and investment PROFITS
with others
Member Expectations
Learn to analyze stocks Take a turn presenting stock purchase
consideration Be a willing Stock Watcher and report on
companies Pay club dues promptly Complete homework and assignments in a
timely manner Help with the annual audit Be willing to train for and take a turn as an
officer
Itrsquos A Partnership
A Partner is a person who has signed the Partnership Agreement been voted into the club and signed a statement agreeing to abide by the Partnership Agreement and By-laws of the Club
Partnership Agreement Partnership Agreement 1048715 Broad ObjectivesClub Philosophy Outlined 1048715 Legal document controlling club 1048715 Partnerrsquos Capital Accounts 1048715 Management 1048715 Sharing of Profits amp Losses 1048715 Accounting 1048715 Withdrawing criteria -associated fees 1048715 Voting criteria -majority percentage 1048715 Modified infrequently 1048715 Signed by all members who receive copies
Mission Statement Objective amp Key Principles Mission Statement Invest the partnersrsquo money using a long-term
approach in stocks with the goal of maximizing return while minimizing risk and for the education and benefit of the partners It is not a ldquoget rich quickrdquo scheme in terms of financial awards We are dedicated to helping our family friends and ourselves achieve better lives through a coming together as individuals to pursue financial security education and camaraderie
Objective To educate all partners in the areas of investing and the stock market achieving at least an average of 149 compounded annual growth rate on all securities through long-term capital appreciation with moderate to high-risk acceptance
Key Principles Invest Regularly Regardless of the Market Outlook Reinvest All Earnings Invest in Growth Companies Diversify to Reduce Risks
Officers Committees President Vice President Secretary Treasurer Assistant Treasurer General Board
Member General Board
Member
Club Committees encourage preparation work before meetings allow more efficient meetings amp stimulate discussion
Club Committees Education Verification (conduct
an annual verification of the records )
Club CommitteesStock Presentation Committee
Presents 1-2 stocks each month Presents an Industry Study each month
FoodRefreshments Committee Responsible for food andor drinks
Stock Watcher Committee Follow up on club holdings Member who recommended stock should not follow
that company once it is bought Remember that investment clubs work so well
because several people share the work
By-Laws A partner should thoroughly read and
be familiar with the CFIC By-Laws The By-Laws include but not limited to
Partner definition amp responsibilities Meetings Procedures for transactions (buy amp sell) Guests invite Contributions New members Withdrawal of a member
How Many Members
Ideally a club should be big enough for members to divide the work without it becoming burdensome for any individual yet small enough to give everyone a sense of direct involvement and personal interest Therefore our club will not exceed twenty members
Next Meeting
Time amp Place January 28th 2006 Old Business Membership New Business
Speaker Mr Tom Martinka President of Central Arkansas Chapter of NAIC
Philosophy of Long-Term Investing How to Analyze Stocks (SSG)
Where Do I Sign Up
Q amp A Adjournment Enrollment amp Club Social Time
Conway First Investment Club amp Central Arkansas Chapter CFIC is a community of
like-minded people committed to becoming better more informed investors CFIC is a registered partnership that was officially formed by a group of professional individuals in Oct of 2006
CFIC plans to invest its partnersrsquo money in stocks for the education and benefit of the partners The goal of the partners is to learn how to effectively select companies for investment and to profit and learn from the experience
Proud members of the Central Arkansas Chapter of BetterInvesting
What Membership Can Mean
When you join an investment club plan to stay a member until your retirement years
Be aware In the first year or two many clubs show losses or only small gains However as members become more knowledgeable and the amount of money under management grows gains often begin to increase exponentially
Results of that knowledge Typically when a club forms only two members own personal portfolios After five years almost all do Currently nine out of ten NAIC club members buy securities for their own accounts in addition to making club investments
Member Expectations
Formal Education Program 4-5 hoursmonth study time Attend local Chapter classes Members committed to long-term program A club is a way to invest for your
future -by building both your
knowledge and investment PROFITS
with others
Member Expectations
Learn to analyze stocks Take a turn presenting stock purchase
consideration Be a willing Stock Watcher and report on
companies Pay club dues promptly Complete homework and assignments in a
timely manner Help with the annual audit Be willing to train for and take a turn as an
officer
Itrsquos A Partnership
A Partner is a person who has signed the Partnership Agreement been voted into the club and signed a statement agreeing to abide by the Partnership Agreement and By-laws of the Club
Partnership Agreement Partnership Agreement 1048715 Broad ObjectivesClub Philosophy Outlined 1048715 Legal document controlling club 1048715 Partnerrsquos Capital Accounts 1048715 Management 1048715 Sharing of Profits amp Losses 1048715 Accounting 1048715 Withdrawing criteria -associated fees 1048715 Voting criteria -majority percentage 1048715 Modified infrequently 1048715 Signed by all members who receive copies
Mission Statement Objective amp Key Principles Mission Statement Invest the partnersrsquo money using a long-term
approach in stocks with the goal of maximizing return while minimizing risk and for the education and benefit of the partners It is not a ldquoget rich quickrdquo scheme in terms of financial awards We are dedicated to helping our family friends and ourselves achieve better lives through a coming together as individuals to pursue financial security education and camaraderie
Objective To educate all partners in the areas of investing and the stock market achieving at least an average of 149 compounded annual growth rate on all securities through long-term capital appreciation with moderate to high-risk acceptance
Key Principles Invest Regularly Regardless of the Market Outlook Reinvest All Earnings Invest in Growth Companies Diversify to Reduce Risks
Officers Committees President Vice President Secretary Treasurer Assistant Treasurer General Board
Member General Board
Member
Club Committees encourage preparation work before meetings allow more efficient meetings amp stimulate discussion
Club Committees Education Verification (conduct
an annual verification of the records )
Club CommitteesStock Presentation Committee
Presents 1-2 stocks each month Presents an Industry Study each month
FoodRefreshments Committee Responsible for food andor drinks
Stock Watcher Committee Follow up on club holdings Member who recommended stock should not follow
that company once it is bought Remember that investment clubs work so well
because several people share the work
By-Laws A partner should thoroughly read and
be familiar with the CFIC By-Laws The By-Laws include but not limited to
Partner definition amp responsibilities Meetings Procedures for transactions (buy amp sell) Guests invite Contributions New members Withdrawal of a member
How Many Members
Ideally a club should be big enough for members to divide the work without it becoming burdensome for any individual yet small enough to give everyone a sense of direct involvement and personal interest Therefore our club will not exceed twenty members
Next Meeting
Time amp Place January 28th 2006 Old Business Membership New Business
Speaker Mr Tom Martinka President of Central Arkansas Chapter of NAIC
Philosophy of Long-Term Investing How to Analyze Stocks (SSG)
Where Do I Sign Up
Q amp A Adjournment Enrollment amp Club Social Time
What Membership Can Mean
When you join an investment club plan to stay a member until your retirement years
Be aware In the first year or two many clubs show losses or only small gains However as members become more knowledgeable and the amount of money under management grows gains often begin to increase exponentially
Results of that knowledge Typically when a club forms only two members own personal portfolios After five years almost all do Currently nine out of ten NAIC club members buy securities for their own accounts in addition to making club investments
Member Expectations
Formal Education Program 4-5 hoursmonth study time Attend local Chapter classes Members committed to long-term program A club is a way to invest for your
future -by building both your
knowledge and investment PROFITS
with others
Member Expectations
Learn to analyze stocks Take a turn presenting stock purchase
consideration Be a willing Stock Watcher and report on
companies Pay club dues promptly Complete homework and assignments in a
timely manner Help with the annual audit Be willing to train for and take a turn as an
officer
Itrsquos A Partnership
A Partner is a person who has signed the Partnership Agreement been voted into the club and signed a statement agreeing to abide by the Partnership Agreement and By-laws of the Club
Partnership Agreement Partnership Agreement 1048715 Broad ObjectivesClub Philosophy Outlined 1048715 Legal document controlling club 1048715 Partnerrsquos Capital Accounts 1048715 Management 1048715 Sharing of Profits amp Losses 1048715 Accounting 1048715 Withdrawing criteria -associated fees 1048715 Voting criteria -majority percentage 1048715 Modified infrequently 1048715 Signed by all members who receive copies
Mission Statement Objective amp Key Principles Mission Statement Invest the partnersrsquo money using a long-term
approach in stocks with the goal of maximizing return while minimizing risk and for the education and benefit of the partners It is not a ldquoget rich quickrdquo scheme in terms of financial awards We are dedicated to helping our family friends and ourselves achieve better lives through a coming together as individuals to pursue financial security education and camaraderie
Objective To educate all partners in the areas of investing and the stock market achieving at least an average of 149 compounded annual growth rate on all securities through long-term capital appreciation with moderate to high-risk acceptance
Key Principles Invest Regularly Regardless of the Market Outlook Reinvest All Earnings Invest in Growth Companies Diversify to Reduce Risks
Officers Committees President Vice President Secretary Treasurer Assistant Treasurer General Board
Member General Board
Member
Club Committees encourage preparation work before meetings allow more efficient meetings amp stimulate discussion
Club Committees Education Verification (conduct
an annual verification of the records )
Club CommitteesStock Presentation Committee
Presents 1-2 stocks each month Presents an Industry Study each month
FoodRefreshments Committee Responsible for food andor drinks
Stock Watcher Committee Follow up on club holdings Member who recommended stock should not follow
that company once it is bought Remember that investment clubs work so well
because several people share the work
By-Laws A partner should thoroughly read and
be familiar with the CFIC By-Laws The By-Laws include but not limited to
Partner definition amp responsibilities Meetings Procedures for transactions (buy amp sell) Guests invite Contributions New members Withdrawal of a member
How Many Members
Ideally a club should be big enough for members to divide the work without it becoming burdensome for any individual yet small enough to give everyone a sense of direct involvement and personal interest Therefore our club will not exceed twenty members
Next Meeting
Time amp Place January 28th 2006 Old Business Membership New Business
Speaker Mr Tom Martinka President of Central Arkansas Chapter of NAIC
Philosophy of Long-Term Investing How to Analyze Stocks (SSG)
Where Do I Sign Up
Q amp A Adjournment Enrollment amp Club Social Time
Member Expectations
Formal Education Program 4-5 hoursmonth study time Attend local Chapter classes Members committed to long-term program A club is a way to invest for your
future -by building both your
knowledge and investment PROFITS
with others
Member Expectations
Learn to analyze stocks Take a turn presenting stock purchase
consideration Be a willing Stock Watcher and report on
companies Pay club dues promptly Complete homework and assignments in a
timely manner Help with the annual audit Be willing to train for and take a turn as an
officer
Itrsquos A Partnership
A Partner is a person who has signed the Partnership Agreement been voted into the club and signed a statement agreeing to abide by the Partnership Agreement and By-laws of the Club
Partnership Agreement Partnership Agreement 1048715 Broad ObjectivesClub Philosophy Outlined 1048715 Legal document controlling club 1048715 Partnerrsquos Capital Accounts 1048715 Management 1048715 Sharing of Profits amp Losses 1048715 Accounting 1048715 Withdrawing criteria -associated fees 1048715 Voting criteria -majority percentage 1048715 Modified infrequently 1048715 Signed by all members who receive copies
Mission Statement Objective amp Key Principles Mission Statement Invest the partnersrsquo money using a long-term
approach in stocks with the goal of maximizing return while minimizing risk and for the education and benefit of the partners It is not a ldquoget rich quickrdquo scheme in terms of financial awards We are dedicated to helping our family friends and ourselves achieve better lives through a coming together as individuals to pursue financial security education and camaraderie
Objective To educate all partners in the areas of investing and the stock market achieving at least an average of 149 compounded annual growth rate on all securities through long-term capital appreciation with moderate to high-risk acceptance
Key Principles Invest Regularly Regardless of the Market Outlook Reinvest All Earnings Invest in Growth Companies Diversify to Reduce Risks
Officers Committees President Vice President Secretary Treasurer Assistant Treasurer General Board
Member General Board
Member
Club Committees encourage preparation work before meetings allow more efficient meetings amp stimulate discussion
Club Committees Education Verification (conduct
an annual verification of the records )
Club CommitteesStock Presentation Committee
Presents 1-2 stocks each month Presents an Industry Study each month
FoodRefreshments Committee Responsible for food andor drinks
Stock Watcher Committee Follow up on club holdings Member who recommended stock should not follow
that company once it is bought Remember that investment clubs work so well
because several people share the work
By-Laws A partner should thoroughly read and
be familiar with the CFIC By-Laws The By-Laws include but not limited to
Partner definition amp responsibilities Meetings Procedures for transactions (buy amp sell) Guests invite Contributions New members Withdrawal of a member
How Many Members
Ideally a club should be big enough for members to divide the work without it becoming burdensome for any individual yet small enough to give everyone a sense of direct involvement and personal interest Therefore our club will not exceed twenty members
Next Meeting
Time amp Place January 28th 2006 Old Business Membership New Business
Speaker Mr Tom Martinka President of Central Arkansas Chapter of NAIC
Philosophy of Long-Term Investing How to Analyze Stocks (SSG)
Where Do I Sign Up
Q amp A Adjournment Enrollment amp Club Social Time
Member Expectations
Learn to analyze stocks Take a turn presenting stock purchase
consideration Be a willing Stock Watcher and report on
companies Pay club dues promptly Complete homework and assignments in a
timely manner Help with the annual audit Be willing to train for and take a turn as an
officer
Itrsquos A Partnership
A Partner is a person who has signed the Partnership Agreement been voted into the club and signed a statement agreeing to abide by the Partnership Agreement and By-laws of the Club
Partnership Agreement Partnership Agreement 1048715 Broad ObjectivesClub Philosophy Outlined 1048715 Legal document controlling club 1048715 Partnerrsquos Capital Accounts 1048715 Management 1048715 Sharing of Profits amp Losses 1048715 Accounting 1048715 Withdrawing criteria -associated fees 1048715 Voting criteria -majority percentage 1048715 Modified infrequently 1048715 Signed by all members who receive copies
Mission Statement Objective amp Key Principles Mission Statement Invest the partnersrsquo money using a long-term
approach in stocks with the goal of maximizing return while minimizing risk and for the education and benefit of the partners It is not a ldquoget rich quickrdquo scheme in terms of financial awards We are dedicated to helping our family friends and ourselves achieve better lives through a coming together as individuals to pursue financial security education and camaraderie
Objective To educate all partners in the areas of investing and the stock market achieving at least an average of 149 compounded annual growth rate on all securities through long-term capital appreciation with moderate to high-risk acceptance
Key Principles Invest Regularly Regardless of the Market Outlook Reinvest All Earnings Invest in Growth Companies Diversify to Reduce Risks
Officers Committees President Vice President Secretary Treasurer Assistant Treasurer General Board
Member General Board
Member
Club Committees encourage preparation work before meetings allow more efficient meetings amp stimulate discussion
Club Committees Education Verification (conduct
an annual verification of the records )
Club CommitteesStock Presentation Committee
Presents 1-2 stocks each month Presents an Industry Study each month
FoodRefreshments Committee Responsible for food andor drinks
Stock Watcher Committee Follow up on club holdings Member who recommended stock should not follow
that company once it is bought Remember that investment clubs work so well
because several people share the work
By-Laws A partner should thoroughly read and
be familiar with the CFIC By-Laws The By-Laws include but not limited to
Partner definition amp responsibilities Meetings Procedures for transactions (buy amp sell) Guests invite Contributions New members Withdrawal of a member
How Many Members
Ideally a club should be big enough for members to divide the work without it becoming burdensome for any individual yet small enough to give everyone a sense of direct involvement and personal interest Therefore our club will not exceed twenty members
Next Meeting
Time amp Place January 28th 2006 Old Business Membership New Business
Speaker Mr Tom Martinka President of Central Arkansas Chapter of NAIC
Philosophy of Long-Term Investing How to Analyze Stocks (SSG)
Where Do I Sign Up
Q amp A Adjournment Enrollment amp Club Social Time
Itrsquos A Partnership
A Partner is a person who has signed the Partnership Agreement been voted into the club and signed a statement agreeing to abide by the Partnership Agreement and By-laws of the Club
Partnership Agreement Partnership Agreement 1048715 Broad ObjectivesClub Philosophy Outlined 1048715 Legal document controlling club 1048715 Partnerrsquos Capital Accounts 1048715 Management 1048715 Sharing of Profits amp Losses 1048715 Accounting 1048715 Withdrawing criteria -associated fees 1048715 Voting criteria -majority percentage 1048715 Modified infrequently 1048715 Signed by all members who receive copies
Mission Statement Objective amp Key Principles Mission Statement Invest the partnersrsquo money using a long-term
approach in stocks with the goal of maximizing return while minimizing risk and for the education and benefit of the partners It is not a ldquoget rich quickrdquo scheme in terms of financial awards We are dedicated to helping our family friends and ourselves achieve better lives through a coming together as individuals to pursue financial security education and camaraderie
Objective To educate all partners in the areas of investing and the stock market achieving at least an average of 149 compounded annual growth rate on all securities through long-term capital appreciation with moderate to high-risk acceptance
Key Principles Invest Regularly Regardless of the Market Outlook Reinvest All Earnings Invest in Growth Companies Diversify to Reduce Risks
Officers Committees President Vice President Secretary Treasurer Assistant Treasurer General Board
Member General Board
Member
Club Committees encourage preparation work before meetings allow more efficient meetings amp stimulate discussion
Club Committees Education Verification (conduct
an annual verification of the records )
Club CommitteesStock Presentation Committee
Presents 1-2 stocks each month Presents an Industry Study each month
FoodRefreshments Committee Responsible for food andor drinks
Stock Watcher Committee Follow up on club holdings Member who recommended stock should not follow
that company once it is bought Remember that investment clubs work so well
because several people share the work
By-Laws A partner should thoroughly read and
be familiar with the CFIC By-Laws The By-Laws include but not limited to
Partner definition amp responsibilities Meetings Procedures for transactions (buy amp sell) Guests invite Contributions New members Withdrawal of a member
How Many Members
Ideally a club should be big enough for members to divide the work without it becoming burdensome for any individual yet small enough to give everyone a sense of direct involvement and personal interest Therefore our club will not exceed twenty members
Next Meeting
Time amp Place January 28th 2006 Old Business Membership New Business
Speaker Mr Tom Martinka President of Central Arkansas Chapter of NAIC
Philosophy of Long-Term Investing How to Analyze Stocks (SSG)
Where Do I Sign Up
Q amp A Adjournment Enrollment amp Club Social Time
Partnership Agreement Partnership Agreement 1048715 Broad ObjectivesClub Philosophy Outlined 1048715 Legal document controlling club 1048715 Partnerrsquos Capital Accounts 1048715 Management 1048715 Sharing of Profits amp Losses 1048715 Accounting 1048715 Withdrawing criteria -associated fees 1048715 Voting criteria -majority percentage 1048715 Modified infrequently 1048715 Signed by all members who receive copies
Mission Statement Objective amp Key Principles Mission Statement Invest the partnersrsquo money using a long-term
approach in stocks with the goal of maximizing return while minimizing risk and for the education and benefit of the partners It is not a ldquoget rich quickrdquo scheme in terms of financial awards We are dedicated to helping our family friends and ourselves achieve better lives through a coming together as individuals to pursue financial security education and camaraderie
Objective To educate all partners in the areas of investing and the stock market achieving at least an average of 149 compounded annual growth rate on all securities through long-term capital appreciation with moderate to high-risk acceptance
Key Principles Invest Regularly Regardless of the Market Outlook Reinvest All Earnings Invest in Growth Companies Diversify to Reduce Risks
Officers Committees President Vice President Secretary Treasurer Assistant Treasurer General Board
Member General Board
Member
Club Committees encourage preparation work before meetings allow more efficient meetings amp stimulate discussion
Club Committees Education Verification (conduct
an annual verification of the records )
Club CommitteesStock Presentation Committee
Presents 1-2 stocks each month Presents an Industry Study each month
FoodRefreshments Committee Responsible for food andor drinks
Stock Watcher Committee Follow up on club holdings Member who recommended stock should not follow
that company once it is bought Remember that investment clubs work so well
because several people share the work
By-Laws A partner should thoroughly read and
be familiar with the CFIC By-Laws The By-Laws include but not limited to
Partner definition amp responsibilities Meetings Procedures for transactions (buy amp sell) Guests invite Contributions New members Withdrawal of a member
How Many Members
Ideally a club should be big enough for members to divide the work without it becoming burdensome for any individual yet small enough to give everyone a sense of direct involvement and personal interest Therefore our club will not exceed twenty members
Next Meeting
Time amp Place January 28th 2006 Old Business Membership New Business
Speaker Mr Tom Martinka President of Central Arkansas Chapter of NAIC
Philosophy of Long-Term Investing How to Analyze Stocks (SSG)
Where Do I Sign Up
Q amp A Adjournment Enrollment amp Club Social Time
Mission Statement Objective amp Key Principles Mission Statement Invest the partnersrsquo money using a long-term
approach in stocks with the goal of maximizing return while minimizing risk and for the education and benefit of the partners It is not a ldquoget rich quickrdquo scheme in terms of financial awards We are dedicated to helping our family friends and ourselves achieve better lives through a coming together as individuals to pursue financial security education and camaraderie
Objective To educate all partners in the areas of investing and the stock market achieving at least an average of 149 compounded annual growth rate on all securities through long-term capital appreciation with moderate to high-risk acceptance
Key Principles Invest Regularly Regardless of the Market Outlook Reinvest All Earnings Invest in Growth Companies Diversify to Reduce Risks
Officers Committees President Vice President Secretary Treasurer Assistant Treasurer General Board
Member General Board
Member
Club Committees encourage preparation work before meetings allow more efficient meetings amp stimulate discussion
Club Committees Education Verification (conduct
an annual verification of the records )
Club CommitteesStock Presentation Committee
Presents 1-2 stocks each month Presents an Industry Study each month
FoodRefreshments Committee Responsible for food andor drinks
Stock Watcher Committee Follow up on club holdings Member who recommended stock should not follow
that company once it is bought Remember that investment clubs work so well
because several people share the work
By-Laws A partner should thoroughly read and
be familiar with the CFIC By-Laws The By-Laws include but not limited to
Partner definition amp responsibilities Meetings Procedures for transactions (buy amp sell) Guests invite Contributions New members Withdrawal of a member
How Many Members
Ideally a club should be big enough for members to divide the work without it becoming burdensome for any individual yet small enough to give everyone a sense of direct involvement and personal interest Therefore our club will not exceed twenty members
Next Meeting
Time amp Place January 28th 2006 Old Business Membership New Business
Speaker Mr Tom Martinka President of Central Arkansas Chapter of NAIC
Philosophy of Long-Term Investing How to Analyze Stocks (SSG)
Where Do I Sign Up
Q amp A Adjournment Enrollment amp Club Social Time
Officers Committees President Vice President Secretary Treasurer Assistant Treasurer General Board
Member General Board
Member
Club Committees encourage preparation work before meetings allow more efficient meetings amp stimulate discussion
Club Committees Education Verification (conduct
an annual verification of the records )
Club CommitteesStock Presentation Committee
Presents 1-2 stocks each month Presents an Industry Study each month
FoodRefreshments Committee Responsible for food andor drinks
Stock Watcher Committee Follow up on club holdings Member who recommended stock should not follow
that company once it is bought Remember that investment clubs work so well
because several people share the work
By-Laws A partner should thoroughly read and
be familiar with the CFIC By-Laws The By-Laws include but not limited to
Partner definition amp responsibilities Meetings Procedures for transactions (buy amp sell) Guests invite Contributions New members Withdrawal of a member
How Many Members
Ideally a club should be big enough for members to divide the work without it becoming burdensome for any individual yet small enough to give everyone a sense of direct involvement and personal interest Therefore our club will not exceed twenty members
Next Meeting
Time amp Place January 28th 2006 Old Business Membership New Business
Speaker Mr Tom Martinka President of Central Arkansas Chapter of NAIC
Philosophy of Long-Term Investing How to Analyze Stocks (SSG)
Where Do I Sign Up
Q amp A Adjournment Enrollment amp Club Social Time
Club CommitteesStock Presentation Committee
Presents 1-2 stocks each month Presents an Industry Study each month
FoodRefreshments Committee Responsible for food andor drinks
Stock Watcher Committee Follow up on club holdings Member who recommended stock should not follow
that company once it is bought Remember that investment clubs work so well
because several people share the work
By-Laws A partner should thoroughly read and
be familiar with the CFIC By-Laws The By-Laws include but not limited to
Partner definition amp responsibilities Meetings Procedures for transactions (buy amp sell) Guests invite Contributions New members Withdrawal of a member
How Many Members
Ideally a club should be big enough for members to divide the work without it becoming burdensome for any individual yet small enough to give everyone a sense of direct involvement and personal interest Therefore our club will not exceed twenty members
Next Meeting
Time amp Place January 28th 2006 Old Business Membership New Business
Speaker Mr Tom Martinka President of Central Arkansas Chapter of NAIC
Philosophy of Long-Term Investing How to Analyze Stocks (SSG)
Where Do I Sign Up
Q amp A Adjournment Enrollment amp Club Social Time
By-Laws A partner should thoroughly read and
be familiar with the CFIC By-Laws The By-Laws include but not limited to
Partner definition amp responsibilities Meetings Procedures for transactions (buy amp sell) Guests invite Contributions New members Withdrawal of a member
How Many Members
Ideally a club should be big enough for members to divide the work without it becoming burdensome for any individual yet small enough to give everyone a sense of direct involvement and personal interest Therefore our club will not exceed twenty members
Next Meeting
Time amp Place January 28th 2006 Old Business Membership New Business
Speaker Mr Tom Martinka President of Central Arkansas Chapter of NAIC
Philosophy of Long-Term Investing How to Analyze Stocks (SSG)
Where Do I Sign Up
Q amp A Adjournment Enrollment amp Club Social Time
How Many Members
Ideally a club should be big enough for members to divide the work without it becoming burdensome for any individual yet small enough to give everyone a sense of direct involvement and personal interest Therefore our club will not exceed twenty members
Next Meeting
Time amp Place January 28th 2006 Old Business Membership New Business
Speaker Mr Tom Martinka President of Central Arkansas Chapter of NAIC
Philosophy of Long-Term Investing How to Analyze Stocks (SSG)
Where Do I Sign Up
Q amp A Adjournment Enrollment amp Club Social Time
Next Meeting
Time amp Place January 28th 2006 Old Business Membership New Business
Speaker Mr Tom Martinka President of Central Arkansas Chapter of NAIC
Philosophy of Long-Term Investing How to Analyze Stocks (SSG)
Where Do I Sign Up
Q amp A Adjournment Enrollment amp Club Social Time
Where Do I Sign Up
Q amp A Adjournment Enrollment amp Club Social Time