NAIC Houston Chapter 1 GETTING YOUR CLUB ONLINE NAIC Houston Chapter Courtesy of Charyl Teal, Volunteer Associate Director Tim Barroso, GenXchange Investment.

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Presentation transcript:

NAIC Houston Chapter 1 GETTING YOUR CLUB ONLINE NAIC Houston Chapter Courtesy of Charyl Teal, Volunteer Associate Director Tim Barroso, GenXchange Investment Club Cathy Patrick, Volunteer Director NAIC Houston Chapter

NAIC Houston Chapter 2 Today we will discuss Reasons to have a club website Ways to create a club website Online Resources Review of helpful websites

NAIC Houston Chapter 3 Great recruiting tool – prospective members can view mission statement, club documents, etc from the comfort of home. Club members can use lists and web message boards to have online discussions or vote online and shorten face to face meeting times. NAIC Houston Chapter Reasons to have your club online

NAIC Houston Chapter 4 Great place to have club files, links, database such as member addresses, photos and library. Improve Member Education. Might get invited to meet the President of the United States. NAIC Houston Chapter Reasons to have your club online

NAIC Houston Chapter 5 Pat Schier of the Heart of Texas Chapter, President Bush, Cathy Patrick, Houston Chapter, & GenX.

NAIC Houston Chapter 6 Yahoo Groups –groups.yahoo.com NAIC Online Accounting –naic-club.com Your Own Club Website – NAIC Houston Chapter Where Your Website Lives

NAIC Houston Chapter 7

NAIC Houston Chapter 8

NAIC Houston Chapter 9 Pros Free Calendar with auto reminders Polls (Voting) Message Boards File Storage Area Yahoo Pros and Cons Cons Lots of advertising No accounting Group deleted if inactive for 3 months Must create Yahoo account May be a source of spam

NAIC Houston Chapter 10

NAIC Houston Chapter 11

NAIC Houston Chapter 12 Pros Complete Club accounting 24-Hr Reports Tax Software File & Message Areas Member info area Visitor area 30-day free trial Voting Calendar Secure, only treasure can access accounting NAIC-iclub Pros and Cons

NAIC Houston Chapter 13 NAIC-iclub Pros and Cons Cons Needs member administration Requires password $49 per year for service Tax software is additional $49 per year

NAIC Houston Chapter 14

NAIC Houston Chapter 15

NAIC Houston Chapter 16 Pros Great way to find new members Easy to use and access Park club documents Club Website Pros and Cons Cons Must have web developer Must Maintain Must pay for hosting ($6-$35/yr)

NAIC Houston Chapter 17 Pros Great flexibility and convenience No geographical boundaries No problem with meeting locations Use and chat rooms Online Club Pros and Cons Cons Trust issues with members and treasures Getting funds in timely manner Less social interaction Netiquette & lack of body language

NAIC Houston Chapter 18 Online Brokerage Accounts TD Waterhouse E*Trade Scottrade Oneshare Others

NAIC Houston Chapter 19 Online Research Online Brokers Quicken.com Yahoo.com Motley Fool Morningstar MSN Money Central Better-Investing.org Investware.com

NAIC Houston Chapter 20 Getting Your Club Online