NON-PROFIT VOLUNTEER BASED MEMBER DRIVEN

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1 2008/2009 NON PROFIT ORG US POSTAGE PAID ROYAL OAK MI PERMIT NO. 312 Phoenix Chapter P.O. Box Phoenix, Arizona IN THIS ISSUE: President s Message Club Corner News Phoenix Area Model Club Contact List Event Schedule Inve$tor$ Race 2008 Investor s Fair Volunteer Opportunities NON-PROFIT VOLUNTEER BASED MEMBER DRIVEN Phoenix Chapter Since its beginning in 1951 BetterInvesting has helped even the most novice investor learn to take control of their financial future. Having a consistent philosophy aimed at fulfilling your long term goals will help give you a better tomorrow. And you don t have to be rich to become an investor. Even a modest amount invested regularly can grow to substantial amounts. BetterInvesting is a nonprofit, tax exempt organization whose membership consists of investment clubs and individual investors. The organization was founded with a mission to provide a program of sound investment information, education and support that helps create successful lifetime investors. 1 A Message From Our President Welcome! Another exciting year in the stock market and in the Phoenix Chapter! We have had so many good changes in the Chapter this past year and are looking forward to many more in the coming year. Check out the website as we add to the services and education we offer to our members. Our dedicated chapter directors are constantly reevaluating our curriculum and revising it to meet the needs of our community. If you have wanted to do something for the larger good, consider becoming a member of our board of directors. As any volunteer will tell you, the rewards of volunteering are many. Please contact one of our directors if you have questions, or would like advice or guidance in your club. Natalie Murphy

2 .Phoenix Chapter Club Corner News you can use Club Visitations: (No Charge) All it takes is an or a phone call to one of our contacts and we can arrange to have one of the Phoenix Chapter Directors visit your club. We are happy to discuss BetterInvesting philosophy, help with any problems that your club may be encountering or simply do a question-and-answer session. We do not teach classes during our club visits, but can give brief presentations on a number of topics. Classes to Go: Private Investors Road Show Classes for Individual Clubs Unable to make the scheduled class? Is the class you want too far from your neighborhood? Is the class you require not offered when you need it? Do you wish all your club members were equally informed? If you would like to have all your club members attend classes together, you may want to consider bringing a class to your club. We can provide the same quality instruction you would receive in a public setting in the privacy of your own club meeting. Classes are tailored to your club s needs. Cost is between $18 and $29 (depending on class type) per student with a $130 minimum per session. Feel free to invite other clubs, friends, or guests. You provide the meeting space and the students, we ll provide the instructor. Contact Pat Munn (vp@phoenix.betterinvesting.net) for additional information. Classes: If you are looking for a class that we do not have listed, please contact us and we will work with you to customize a class to fit your club needs. Books: BetterInvesting Handbooks are at all our chapter functions. If you already own some of these books then you know what great educational tools these are. If you haven t had the opportunity to see any of these books, please put them on your must have list. They are packed full of information, easy to read and understand no matter what level you are at in investing. They re also great gift ideas for people who want to become more informed on investing. Education Fair: Mark your calendars! You do not want to miss this one! October 25, 2008 See inside for details. President s Day: This is a day that we honor the officers that work so hard and are so committed to having a successful club. Our next one is scheduled for March 28, 2008 so be sure and mark your calendar, ~ seats go fast. Phoenix Area Model Investment Club The Phoenix Area Model Investment Club (PAMIC) is a functioning investment club which is open to visitors. Each month the club holds a regular meeting where partners cope with all the same problems that your own club might face or be facing. The club is made up of Phoenix Chapter members and valley residents. You are invited to watch an actual investment club in progress and learn BetterInvesting techniques for your own club or personal use. Currently, there are 15 partners and they rotate out of the club after 18 months. When their terms are over they are encouraged to start their own BetterInvesting Investment Club with friends, neighbors, family, fellow workers, church members, etc. The club recently has been purchasing stocks and is now on the road to building a portfolio. Stock study teams allow partners to study together and present companies to the club on a rotating basis. A portion of the meeting focuses on education each month. Subjects may include an overview of Valueline or quarterly reviews of sales, earnings and pre-tax profit. Each of these will help determine when to buy, when to sell and when to hold. If you are thinking about starting a club, if your club has questions about operation or record keeping, or if you just want to watch how another club operates, please plan to visit the Model Club. You may decide you want to join us. When: Third Thursday of each month (except for holidays) Where: University of Phoenix 2550 West Union Hills (just off I-17) Phoenix, AZ. Time: 6:30 ~ 9:00 PM Contact Persons for the model club are: Bob Sorensen rsorensen@phoenix.betterinvesting.net Pat Munn vp@phoenix.betterinvesting.net Please watch our website for any unexpected changes. We have many things going on in our chapter please look through our newsletter carefully and keep an eye on our website for updates, changes and new listings. 2

3 The Inve$tor$ Race This Race began November 10, 2007 at our Annual Investor s Education Fair and the drawing will be at our Annual Education Fair October 25, 2008 Many of you have attended several events throughout the year so you have several chances to win this year s magnificent prize! What is it? The Inve$tor$ Race is a competition in which the winning individual will receive a LAPTOP COMPUTER! Each person who attends a Phoenix Chapter event will receive an entry form for The Inve$tor$ Race. Eligible events are any events that are sponsored by the BetterInvesting Phoenix Chapter. Eligible contestants are people who have attended the various events.* When you attend one of these events, you will receive one entry form per event; multiple entries are permitted throughout the year, but only one entry per person from each event. The more events that you attend throughout the year, the more chances you have to win. During the race you will gain education and information, as well as an opportunity to meet other investors. The race will end each year at the last event sponsored by the Phoenix Chapter before the Annual Meeting Event. The drawing will be held at that event to determine the winner. The winner must be present to win. Date for the drawing will be posted on our website. The next race will begin at this year s Annual Education Fair, October 25, That means that everyone that attends the fair will have an entry into next year s race The race will end each year before our Annual Education Fair. *Chapter Directors are not eligible Members please note Address changes cannot be handled by the Chapter. Please contact BetterInvesting directly at: BetterInvesting P.O. Box 220 Royal Oak, Michigan Or (877) President s Day 2008 If you attended our President s Day last March, you already know what a success it was. The room was packed, Gary Ball was dynamic, everyone left feeling motivated and ready to move their clubs forward. In fact, we are planning to get a larger room for next year s event. It was indeed a Breakfast with Champions and the Phoenix Chapter wants to commend all the officers in our investments clubs for the hard work that you do and the commitment that you all have. Nineteen of the clubs brought their club portfolio to be reviewed. We formed a committee and we have been working very hard on accomplishing this task. About half the clubs have been visited already with the report and some are scheduled for this fall. It has certainly been a fun little journey, and is giving us a chance to meet some of the clubs in the valley. We gave out CD s full of information about clubs and investing. I hope that all of you have had a chance to review the CD with your club. This event was truly enjoyed by the chapter members and we are looking forward to doing another one in Watch for details as they develop about Club President s Day Lunch with Champions March 28, 2009 We are working on the details so watch our website Is your club receiving club mailings through your club contact? Are you in touch with the Phoenix Chapter? Periodically headquarters sends timely information to your club contact for sharing with your club members; Phoenix Chapter also sends monthly postcards to your club contact. If you have not been receiving this information, you may need to update your club contact with headquarters. If you don t know who your club contact is, you can contact membership services at service@betterinvesting.org. If you would like to be on the Phoenix Chapter contact list please send us an vp@phoenix.betterinvesting.net

4 Chapter Officers Natalie Murphy, President Pat Munn, Vice President/Education Coordinator Ed Mirasol, Treasurer Dolores Ruotsala, Secretary Chapter Directors Sharon Barnett, Director/Event Coordinator Madeline Carragher, Director Esther Cohen, Director/Book Orders & Sales Cynthia Keith, Associate Director Elaine Patterson, Director/Parliamentarian William Peterson, Associate Director Mimi Rauschelbach, Director Joan Redford, Director Robert Sorensen, Director/Facilities Gerald Weiss, Director Marjorie Weiss, Director Willie Yee, Associate Director Volunteering Did you know that your BetterInvesting Phoenix Chapter is a non-profit organization, consisting of dedicated volunteers donating their time and talents to provide investing education for the benefit of BetterInvesting s club and individual members? The Phoenix Chapter Board of Directors is made up of BetterInvesting members who volunteer to share their knowledge of BetterInvesting methods with other members. We re committed to helping our members through educational events that encourage members to become successful long-term investors. YOU CAN BECOME A DIRECTOR! Our current board consists of members just like you with a variety of talents they bring to regional projects. We need a variety of skills to make our projects run effectively. If you have organizational skills, teaching skills, or just want to be part of an organization whose primary goal is to help others succeed, this is the place for you! Besides benefiting their own education and realizing the rewards of volunteer work, directors receive free access to the S&P Stock Data Service, Mutual Fund Data Service and Online Stock Study Tools. They also receive free registration to all workshops conducted by the Phoenix Chapter. How s that for incentive? We meet monthly (the 1 st Tuesday of the month) at the University of Phoenix. We offer many things to our Chapter, including quality investment education, portfolio reviews, assistance for new/existing clubs and individual members and support for treasurers. We need you! Please contact us phoenixchapter@betterinvesting.net Phoenix Chapter Board Meetings Your Phoenix Chapter Board Members meet regularly to discuss and plan direction of the Chapter educational needs. If you like being part of a dynamic group and would like to have a say in chapter activities, please check us out! We meet regularly: Cha-Cha-Cha-Changes Changes in schedule programs are part of life! Please visit our website for updated information as it becomes available. WHEN: WHERE: TIME: The first Tuesday of every month University of Phoenix 2550 W. Union Hills (just off I-17) Phoenix, AZ. 5:30 PM ~ 7:00 PM 4

5 BetterInvesting Phoenix Chapter 2008/2009 Education Calendar Please go to our website for costs and scheduling details as well as any changes that may occur All of our classes at the time of print are being held at: University of Phoenix 2550 W. Union Hills (just off I-17) Phoenix, Arizona September 2008 Stock Selection Guide Using Toolkit November 2008 Learn to Navigate Toolkit 5 Accounting Marathon Stock Comparison / When to Sell January 2009 Stock Selection Guide Using Toolkit5 Learn to Read and Understand ValueLine February 2009 Beginner Investor s Series (4-part series) March 2009 Learn to Navigate Toolkit5 PERT (Portfolio Evaluation Review Technique April 2009 Stock Selection Guide Using Toolkit5 Challenge Tree / Using Judgment At the time of publish we did not have our dates confirmed with the university so please watch our website for dates, costs and details of classes. or feel free to contact any of the chapter members listed on the website for information. Need Lunch? During our classes breaks are short, so you may prefer to bring a sack lunch. There are vending machines with refreshments and snacks only. Phoenix Chapter Class Registration Name of event: Date of event: Fees enclosed: Name: 5 Member #: Address: City/State/Zip: Phone: ( ) address: Club Name: BI Member #: Please mail registration and check to: No refunds 7 days prior to class BI Phoenix Chapter P.O. Box Phoenix, AZ One registration form for each person attending. Additional registration forms available at:

6 2008 Phoenix Chapter Education Fair We are not only excited about our speaker lineup; we are excited about the whole day! October 25, :30 ~9 AM Registration 9 ~ 9:10 AM Opening Speech, Natalie Murphy, Phoenix Chapter President 9:20 AM ~ 12:10 PM Choose from the following seminars & workshops: Judgment in Making Stock Selection Guide Decisions Stock Comparison Guide/When to Sell Small Company Discovery Understanding Pre-Tax Profit & Return on Equity PERT (Portfolio Evaluation, Review & Technique) A Defense/Offense Approach to Portfolio Management How to Plan Your Future Converting Growth to Income Top Arizona Investor Traps & Investment Fraud 12:20 ~ 12:50 PM ~ Box Lunch (on the premises) 12:50 ~ 1:40 PM ~ Guest Speaker, Wayne Stutzer Pre-Election Update. Taking a Look At :50 ~ 2:40 PM ~ Seminars & Workshops How to Plan Your Future Converting Growth to Income How to Avoid the Most Common Mistakes Even Smart Investor s Make Open Lab with IClub Central Representative, Irving Roth Questions & Answers ~ Problem Solving 2:40 ~ 3:30 PM ~ Closing ~ Annual Meeting ~ Door Prizes Drawing for the Investor s Race 2007 Someone will win a laptop computer! Take advantage of this annual opportunity! Join the crowd! Your portfolio will appreciate it. Other amenities include Door Prizes Networking with Chapter Volunteers Convenient location near I-17 & 101 Space is limited so please get your registrations in today! $50.00 per person before September 15, 2008 After September 15, $60.00 per person GROUP DISCOUNTS.5 or More $45.00 each Receive even more savings if you come in groups! Check out our Group Discount on the registration form. Go to our website for a printable Registration Form and more information about Discounted Group Rates. Online Stock Study Series Available at the BetterInvesting website BetterInvesting s new Online Stock Study Series is conducted by skilled BetterInvesting volunteer educators. These educational volunteer events provide an online interactive classroom where experienced and novice members come to learn how to perform quality stock studies using BetterInvesting s stock selection tools. Each event includes an analysis of a featured company culminating in a completed Stock Selection Guide (SSG). These online group studies are conducted the first Wednesday of the month over the Internet as a webbased seminar, allowing you to learn from the comfort of your home or in a group setting with friends and family. A question and answer session will follow and a consensus Stock Selection Guide will be developed by the participants. Pre-registration is required and attendance is limited; see the BetterInvesting website for registration. Archived classes are currently available at the memberonly website. 6

7 Registration form for Education Fair October 25, 2008 In the spaces below, enter the information for each person attending For groups, please fill in primary contact in the top section, then fill in bottom section for each person Group discounts are available for groups of 5 or more, see below PRIMARY CONTACT PERSON INFORMATION Name: Address: City/State/Zip: Phone: Address: Club Name(if applicable): INDIVIDUAL PRICING INFORMATION: $50.00 (per person) postmarked before September 15, 2008 ~ $60.00 afterwards and at the door Group Registering ~ Easy As 1, 2, 3 1. You must register together (minimum 5 persons) 2. Primary person fill out above information 3. Fill in group information below, mail check for total registration fee to address below. Groups will receive discount prices, $45.00 per person, before September 15, 2008 Enter all group names, phone numbers, address and club name if applicable NAME PHONE Return this form along with check and self-addressed stamped envelope to: BI - Phoenix Chapter P.O. Box Phoenix, Arizona

8 2008/ Phoenix Chapter Annual Education Fair Fundamental investing education and information for both beginner and experienced investors. Saturday, October 25, AM to 3:30 PM University of Phoenix 2550 W. Union Hills (just off I-17) Phoenix, Arizona Do you need motivation, skills training, questions answered? You will find help and have fun doing it. Our special guest speakers this year will be. Phoenix Chapter Newsletter Irving Roth Irving was born in New York City and served in the U.S. Navy completing his tour of duty in Shanghai, China as a Teletype Technician. Currently, Irving serves as a Director on the Southeast Florida Chapter of NAIC and is a member of its Board of Advisors. He functions as the Computer Contact for the chapter and has served in that capacity since He spends much of his time as a volunteer teacher for the Chapter instructing students in the paper and pencil version of the Stock Selection Guide, as well as The Investor s Toolkit. In 1993 he was the recipient of the coveted Dick Dwyer Award presented by NAIC s National Computer Group for Exemplary Service and Contribution to Computerized Investing. In 1994, and again in 1998, he received the Florida Chapter s Annual Education Award. Irving holds a BS degree in Accounting from Nova University. A Hearing Aid Specialist for 24 years, he retired in Currently he is associated with IClub Central Corp, the developers of Investor s Toolkit, as a Technical Support Specialist, and resides Southeast with his wife, Adele, in Boca Raton, Florida. Wayne Stutzer RBC Dain Rauscher, Senior Vice President In his over twenty years as an investment executive, Wayne Stutzer has frequently appeared as a financial authority on Phoenix television and radio business programs. Wayne currently hosts "The Smart Investor" radio show on News radio 620 KTAR AM from 8-10 a.m. Sunday mornings. This popular "newsmagazine" radio program provides listeners with educational information and a global perspective on investments and current financial matters. On weekday mornings, you can see Wayne s market report, "Stocks on Fox", on Channel 10. In keeping with his philosophy of "sharing Education", Wayne teaches an adult education course on "News and Money" at Phoenix College. In addition, he conducts seminars on economics and is often the featured speaker at trade associations locally and nationally. A Summa Cum Laude graduate of the University of Minnesota, Wayne holds a Bachelor of Arts degree. He subsequently earned a Master s degree in educational psychology Terri Alexon Arizona Corporation Commission s Securities Division Terri Alexon serves as the Investor Education Coordinator for the Arizona Corporation Commission's Securities Division and holds business and communication degrees from Arizona State University. Prior to arriving at the Commission, Ms. Alexon worked in the corporate training arena, coordinating a professional speakers bureau and providing her own presentations to adult professionals. Since joining the Commission in August of 2002, Terri has been actively making statewide presentations to a variety of age groups on the risks and rewards of investing, as well as fraud prevention. She will present on the "Top Arizona Investor Traps," utilizing specific cases as examples and providing a segment on the psychology of a scam. 8