BetterInvesting’s Online Tools CoreSSG Tutorial Ann Cuneaz Education Program Manager BetterInvesting December 9, 2015

Disclaimer The information in this presentation is for educational purposes only and is not intended to be a recommendation to purchase or sell any of the stocks, mutual funds, or other securities that may be referenced. The securities of companies referenced or featured in the seminar materials are for illustrative purposes only and are not to be considered endorsed or recommended for purchase or sale by BetterInvestingTM National Association of Investors Corporation (“BI”). The views expressed are those of the instructors, commentators, guests and participants, as the case may be, and do not necessarily represent those of BetterInvestingTM. Investors should conduct their own review and analysis of any company of interest before making an investment decision. Securities discussed may be held by the instructors in their own personal portfolios or in those of their clients. BI presenters and volunteers are held to a strict code of conduct that precludes benefiting financially from educational presentations or public activities via any BetterInvesting programs, events and/or educational sessions in which they participate. Any violation is strictly prohibited and should be reported to the CEO of BetterInvesting or the Director of Chapter Relations. This presentation may contain images of websites and products or services not endorsed by BetterInvesting. The presenter is not endorsing or promoting the use of these websites, products or services. This session is being recorded for future use.

Tonight’s Webinar A demonstration of the CoreSSG online app to do the following… Complete an SSG Save an SSG Share an SSG Update an SSG This recording will be available within 2-4 days at http://www.youtube.com/BETTERINVESTING

CoreSSG Quick Start Guide What's New in Tools CoreSSG Quick Start Guide Step-by-step guide to navigating the CoreSSG online app Available on the Help & Information Tab

CoreSSG, SSGPlus Access This is a screenshot from our member home page. The links to the online tools here are up in the green box in the upper right hand corner. The stock selection guide is the primary tool that we’ll be looking at tonight. If you want to access that tool then click on the Launch button that’s highlighted in red. The launch button for the Stock Comparison Guide and the Mutual Fund tools are right below that.

CoreSSG

Graphical display of data Tabular display of data Menu Navigation 1 2 3 4 5 Next, Back buttons SSG Basics Graphical display of data Legend Tabular display of data

Let’s Go Live to CoreSSG

Online Tools Tutorial Webinars Links to FAQs and Feature Requests Help and Information Online Tools Tutorial Webinars Quick Start Guides Reference Materials Links to FAQs and Feature Requests

Link in Help and Info Tab User Feature Requests http://FEEDBACK.betterinvesting.org Link in Help and Info Tab

FAQ Site for Common Questions http://FAQ.betterinvesting.org Link in Help and Info Tab

Upcoming Webinars SSGPlus Tutorial Tuesday, January 12th – 8:30PM ET Easy Research Using the CoreSSG and SSGPlus Thursday, February 25th – 8:30PM ET Sign up at www.betterinvesting.org/webinars Watch your emails for future announcements! If you think we moved a little fast for you , you might be interested in reviewing our online ssg tutorial from March 25th that takes you step by step through completing an SSG using the Online Stock Selection Guide We also have two upcoming live webinars.

Questions or Comments? BetterInvesting Member Services 877-275-6242 Email: Service@BetterInvesting.org