Investment Education Since 1951
www.betterinvesting.org/tulsa
2016 FREE CLASS and Meeting Schedule
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Martin Regional Library:
6:00 pm
2601 S Garnett, Tulsa, OK
(4 Blocks East of US169…at exits 21st or 31st) map
TICTOC (Model Investment Club) + GTAC
!!! Free Classes PLUS + Practical Club Experience EQUALS = Efficiency
!!!
FREE Class/Meeting Format: Open to the Public
GOAL: Better Investing With Fundamental Analysis;
1. Learn www.betterinvesting.org Online tools. Beginners and Experienced learn, know & understand all features, and optional settings.
2. Understand “WHYS” the data presented on the Tools and “HOWS” it’s effectively used by experienced investors for greater returns.
3. Compare Online Tools & Toolkit; understand the similarities, differences and their respective advantages.
DAY
DATE
1st Thur
1st Thur
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1st Thur
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Jan 7
Feb 4
Mar 3
Apr 7
May 5
Jun 2
Jul 7
Aug 4
Sep 1
Oct 6
Nov 3
Dec 1
FREE CLASS TOPICS
(subject to revisions by popular demand)
Intro to Online Tools and SSGPlus with Navigation Overview (Stock Selection Guide)
Online SSG-Plus; Stock Finder (screener); www.betterinvesting.org’s Best Kept Secrets
SSG-Plus to Forecast Sales Using Fundamental Stock Analysis; Selecting Data Sources
Forecasting Earnings Per Share (EPS) Fundamental Stock Analysis & Data Sources
Use SSG Plus to Evaluate Management; Spotting Red Flags
Find the “Right Price” Stocks for Your Portfolio: Tools to Evaluate Price Earnings History
Determine Risk/Reward; Free Library Resources & Subscription Services
Forecast your Stocks Five Year Potential Gain Using SSG; Fundamental Analysis
Creating a Diversified Portfolio; Online Demonstration
Using SSG or a Toolkit “Stock Comparison Guide” to Determine the ‘Best’ Stock
Intro to PERT (Portfolio Evaluation Review Technique) “Weeding & Feeding”
PERT Online; Refining Judgments or Deciphering Annual Reports
 FREE CLASS Begins at 6:00pm …Open To Public.
 TICTOC (Model Investment Club) Open Meeting begins at 6:35pm …Open To Public.
 GTAC Directors Business Meeting begins at 8:15pm…Open To Public.
Visitor participation encouraged…Your suggestions help refine the FREE CLASS topics.
GTAC (Greater Tulsa Area Chapter) of www.betterinvesting.org are all volunteers presenting a sound program of
investment education and information to help individuals become successful long-term, lifetime investors.
TICTOC (Tulsa Investment Club To Obtain Cash) is a “real money” Model Investment Club investing in Publicly
Traded Stocks using and demonstrating the www.betterinvesting.org Fundamental Analysis Model.
All discussion of stocks is for training and education. No recommendations are offered or implied. Opinions expressed are those of the
Speaker and are not necessarily those of GTAC or BetterInvesting, Inc. Do your own research. Make your own decisions. Classes held
at the Library are neither sponsored nor endorsed by the Library and are always open to the public
FOR MORE INFORMATIO N
GTACinfo@cox.net or pfilip@tulsa.betterinvesting.net or bbranson@tulsa.betterinvesting.net or Bob @ 918-481-3637
“FIRST SATURDAYS IN SPRING*”
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Investment Education Since 1951
www.betterinvesting.org/tulsa
Comprehensive!
Computer LAB Classes
Beginner to Advanced
ZARROW Regional Library; 2224 W. 51st St., Tulsa, OK
½ Mile West of I44-US 75 interchange @ Union Exit map
Each LAB is designed to progressively develop ‘add on’ levels of skills.
Each LAB will be ‘hands on’ with Directors nearby for ‘one on one’ assistance.
DATE
March 5
April 2
Saturday’s
9:30* am to 3:30pm Includes Lunch
Investment Tools with Training Wheels:
Team
Leader
Designed for Newbies, Beginners, & Refresher for ‘Some Experience’.
Suggested Prerequisite…Basic Computer Skills & Internet Familiarity.
Learn vocabulary, basic concepts such as; Price/Earnings ratio,
Fundamental Research…Five “Judgments” to understand before
BUY/SELL Decisions.
Limited to 12 participants.
Intro to Stock Selection Guide, SSG: Includes Judgment, Red Flags
Designed for Beginner, Beyond Beginner, Experienced & Advanced.
Suggested Prerequisite…Investment Tools with Training Wheels or
equivalent such as; know basic concepts such as P/E and Fundamental
Research…should be open to using Toolkit or www.betterinvesting.org
SSGCore & SSG Plus ….preferably have at least attempted an SSG.
Limited to 12 participants.
Bob
Branson
Ken
Lybarger
**To Cover
Expenses
$30
$35 non-BI
Member
$30
$35 non-BI
Member
PERT Portfolio Evaluation Review Techniques:
May 7
Designed for any level Investor using the Better Investing SSG
Stock Selection Guide or for those open to using Toolkit or SSGCore &
SSG Plus…as a next step in more productive investing.
Learn techniques to ‘weed & feed’ your portfolio, use comparisons and
challenge tools. Measure your judgments against actual results.
Limited to 12 participants.
Peter
Filip
$35
$40 non-BI
Member
Leadership/Membership Day…Networking Forum.
Sept 10
*10:00am
2nd Sat.
Individual & Club Investors welcome. Individuals seeking to join a club
are encouraged to network with Clubs. Club Accounting Q&A. Share
Selections from your portfolio or Favorite Stocks for Evaluation.
Kaiser Library, 5202 Hudson Avenue, Tulsa OK map
Fred
Shelton
FREE
**All Classes are open to the public. Some classes have a cost. Normal expenses including speaker travel costs, supplies, equipment,
handouts, refreshments, etc., are recovered through contributions from participants at the recommended amount. The Library
prohibits charging admission for events held in Library facilities. These events are neither sponsored by nor endorsed by the Tulsa
City-County Library and are open to the public.
FOR MORE INFORMATIO N
GTACinfo@cox.net or pfilip@tulsa.betterinvesting.net or bbranson@tulsa.betterinvesting.net or Bob @ 918-481-3637
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