Download BetterInvesting - April 16, 2016 Session Descriptions Main Events 8

BetterInvesting - April 16, 2016
Session Descriptions
Main Events
8:30 - Keynote Speaker ~
Kamie Zaracki
Bull Market or Bear, BetterInvesting Makes Better Investors
Since our founding 65 years ago, BetterInvesting has helped over 5 million individuals reach their financial
goals by learning to become successful long term investors. Ms. Zaracki, CEO of BetterInvesting, will share the
common sense “secrets” that enable so many to find investing success regardless of what the market is doing.
11:30 - Luncheon Speaker ~
Shell Tain
Untangle the Money Taboo
Money is the most taboo topic in our culture. Why is that? What is that taboo costing us? How do we change
it? All that and more will be revealed as Shell delves into the emotional and behavioral side of money.
4:00 - Closing Speaker ~
Christian Kaylor
Portland by the Numbers: Three Questions You Were Afraid to Ask About the Portland Economy
We know that Portland is a special place. But what is it exactly, that makes Portland special? How does
Portland measure up to other American Cities? Together, we’ll look at the strengths, weaknesses and
unintended side effects of Portland’s booming economy in 2016.
4:30 - Panel Discussion - Q&A - Closing
The Panel Features: Christian Kaylor, Gary Ball, Bob Smith, & Doug Gerlach
Beginning - Intermediate Track Session Descriptions
9:30 - An Investment Plan For Busy People
Bob Adams
Don't have time, knowledge, or interest to learn to invest in and monitor individual companies in a portfolio?
Have a 401(k) and don't know which fund to invest in or how to invest? Learn how easy the investment
decisions can be, require no time, but offer a reasonable return--a set and forget investment. Historically this
method has returned over 12% per year over the last eighty years. Also learn how to encourage teenagers, or
not so teen, get an early start in investing.
10:30 - Smarter Stock Selection in Seven Easy Steps (The BI approach using Toolkit 6.)
Doug Gerlach
Using methods incorporating the wisdom of the market’s great minds, investors can still outperform the market
with a sensible buy-and-hold strategy. Doug will cut through the noise and present an approach to stock
analysis that can be completed in seven simple steps, focusing on the key factors that reveal a company’s true
underlying growth prospects, quality, and realistic valuation potential.
11:30 - Luncheon Speaker ~
Shell Tain
12:30 - The Checklist Investor
Marcia Couey
What type of investor are you? The differences between the lone, intuitive Test Pilot investor and the
systematic Airline Pilot investor are clear. While the Test Pilots in Tom Wolfe's The Right Stuff had a 25%
chance of dying, more than 99% of Airline Pilots today never experience a crash event in their lifetime, in spite
of increasing complexity of modern aircraft. Checklists are not sexy, but they help remove greed in a bull
market, fear and panic in a volatile or bear market. We will examine a few classic BI checklists, learn about the
checklists that Morningstar's analysts use to assess a stock's intrinsic value and the one mistake that everyone
makes. We examine how and when successful investment clubs (and fund management teams) use checklists
for collaborative judgments and portfolio decision-making.
1:30 - Retirement Planning*
81911274
Jake O'Shaughnessy, CFA
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What do you see for yourself when you retire? How do you imagine your life? Do you see a beach
house by the ocean? Do you imagine a life without emails or deadlines? If you begin your retirement planning
early and enact your plan with dedication and purpose, your dreams are within reach.
The first step towards reaching your dreams is to figure out how much you need to save to meet your goals.
The earlier you start saving, the more likely you are to achieve your dreams.
During the Retirement Planning Session, we will discuss how to calculate your savings goal, resources
available to future retirees, and potential pitfalls to avoid during your retirement savings accumulation phase of
life. The time spent in this session may give you the tools to make your retirement dreams come true. After all,
isn’t that the point of working in the first place?
2:30 - Break
3:00 - Social Security - Important Policy Changes for 2016
Karen Blanton / Michael Harvey
One decision can impact your retirement by tens of thousands of dollars.
On November 2, 2015 President Obama signed into law a wave of legal and public policy changes
intended to prevent a government shutdown. Included in this bill was the inclusion of significant changes to
Social Security benefit claiming strategies that may dramatically impact your lifetime benefits. We will discuss
how this new law will impact you and your family and offer strategies you can act on to take full advantage of
your benefits. This informative seminar covers the basics of Social Security and reveals the latest strategies
for maximizing your social security benefits.
Topics to be discussed:
 What are the changes and how will they impact your Social Security benefits?
 How will these changes affect your retirement strategy and income?
 What actions can you take to protect your long-term retirement income?
Decisions regarding social security can be complex, and mistakes can literally cost you thousands over a
lifetime. This is an excellent opportunity for you to get a better understanding of the choices that are out there,
and get all of your questions answered.
4:00 - Closing Speaker ~
Christian Kaylor
4:30 - Panel Discussion - Q&A - Closing
Intermediate - Advanced Track Session Descriptions
9:30 - Profit Margins, the Most Important Determinant of Company Quality
Doug Gerlach
There are many ways to analyze the quality of a company and its management, none are likely more useful
than a review of its profit margins. Profit margins show how much of a company's revenues are converted into
profits, but also demonstrate how efficiently management is utilizing its resources. Learn how to review the
strength and trend of a company's margins, compare those margins to peers and industry averages, and spot
potential problems with margins before the company's fundamentals degrade significantly.
10:30 - PE Ratios – Estimating Future PE Ratios on the SSG
Gary Ball
This class discusses interpreting historical PE values, effectively projecting future PE values and determining
reasonable future high average and low average PE values. We will also discuss factors that affect the PE
ratio such as interest rates, company growth rates and investor sentiment. By the end of this class you will be
able to estimate and justify average high PE and average low PE values.
11:30 - Luncheon Speaker ~
81911274
Shell Tain
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12:30 - Bonds: The Other Part of Your Portfolio
Gary Ball
Learn the basics of investing in bonds. This session will cover the different types of bonds that are available to
investors. We will learn how bonds are quoted in the media and will discuss bond quality ratings. We will look
at different ways to measure yield and at Tax Equivalent Yield for municipal bonds. You will learn how to
purchase bonds, why you might want bonds in your portfolio, and the risks associated in investing in bonds.
1:30 - Capitalizing on Market Alternatives in a Volatile Market
Joey Miller
In this session Joey Miller will talk about the benefits to investing in Market Alternatives as an substitute to the
equities market.
Other points to be touched upon:
 Why the fundamentals of the US economy remain strong
 What states are growing and why
 Why China is setting themselves up for a strong long term rebound
 And the 3 areas of the marketplace that could see a substantial sell off
3:00 - Alternative Investments for Income
In the Alternative Investments for Income session, attendees will learn about:
 REITs 101 (Real Estate Investment Trust)
> Understanding different REIT sectors
 BDCs 101 (Business Development Company)
> Understanding different types of BDCs
 Other alternative income strategies
4:00 - Closing Speaker ~
Nick Taggart
Christian Kaylor
4:30 - Panel Discussion - Q&A - Closing
81911274
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