Education Program for Clubs Keeping Clubs Energized, Focused and Relevant Irina Clements, Associate Director, BIVA Board

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 BetterInvesting™ National Association of Investors Corporation (“BI”) or the BetterInvesting Volunteer Advisory Board, its volunteer advisory board (“BIVAB”). The views expressed are those of the instructors, commentators, guests and participants, as the case may be, and do not necessarily represent those of BetterInvesting™ or BIVAB. 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 President of BetterInvesting or the Manager of Volunteer Relations.

Agenda Education as a Priority Roles and Responsibilities How to Start & Run An Investment Club Agenda Education as a Priority Roles and Responsibilities BetterInvesting Resources Websites, Speakers, Books and Club Specific Elements Sample One Year Plan (4 Club Types) 3 3

Education Centricity President includes Education on Agenda Have an Annual plan Keep it Interesting and fun Stay aware of the importance of education and “ride herd” on the agenda to keep Education included 4

All Members Included Operating Procedures Prospective members brief club on an education topic Over year each member briefs [or coordinates for a speaker] Constant Vigilance Education is a priority All members are helping

BI Publications BetterInvesting Magazine BINC 2009 CD Repair Shop How to Start & Run An Investment Club BI Publications BetterInvesting Magazine Repair Shop The Clubhouse Stocks to Study BINC 2009 CD Over 100 Classes Shorten to 15 minutes for an Education Segment 6 6

BI Online Tools Web Enabled SSG Online Tools No Software to Buy or Update SSG Online Tools Included with Membership SSGs can be saved and shared

How to Start & Run An Investment Club BI Website Online! 8

How to Start & Run An Investment Club Reference Materials BetterInvesting Investment Club Operations Handbook How To Guides: Check Amazon and Public Libraries Online Accounting Bivio - http://www.bivio.com/index.html Club Accounting On Line - http://www.myiclub.com/MyIClub Better Investing Chapters - http://www.betterinvesting.org/<insertchaptername> example, http://www.betterinvesting.org/dcregional BetterInvesting Discussion List for Club Treasurers BI Wiki - http://biwiki.editme.com/ 9 9

Website Education Segment Screen Captures Jing MWSnap SnagIt Screen Size View > 125% Plan movements (no aimless surfing!!) Go Slow and explain.

Book Education Segment Range of Interests Infinite Applicability to Investing Management and Managers The Snowball – Warren Buffet Biography Investment Approaches Motley Fool Guides Topics of the Day House of Cards [Bear Stearns Collapse]

Booking a Speaker Sources Offer them dinner or an audience Local Chapter Banks Insurance Agents Librarians Offer them dinner or an audience 6 degrees of Separation Only limit is imagination

Club Specific Topics Portfolio Mix of industries Examine Your Portfolio Canadian, British, Japanese or Israeli Stocks Currency conversion Issues with respective economies Portfolio Mix of industries Too much retail No energy Are there other issues?

Something Old Something New 14 members in a 10 year club, with 2 founders and 3 new members Meet in a local library, 11 times a year. Mix of experience with SSG All have good computer skills

“Something Old, Something New” 11 Month Education Plan JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC August No meeting January – Member class on Adding Judgment to the SSG February– Portfolio review from BI local chapter March – Treasurer presents class on club reports April – Member presents class on finding stocks to study May – Member presents class from BINC CD June – SSG Refresher – Front Side September – Member report on BetterInvesting website July – Member presents report from attendance at BINC October – Report from member who attended annual meeting of stock owned by club November – Member Book Review December – Holiday dinner and meeting

Final Thoughts: Keys To Success How to Start & Run An Investment Club Final Thoughts: Keys To Success Prioritize Education Involve all members Have fun 16 16

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