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Spring
Investor Forum
"Preparing for and
Living in Retirement"
April 28, 2012
Christ Church United Methodist
690 Colorado Boulevard Denver, CO 80206-4530
9:00 am - 4:30 pm
Register
$69 Early Registration
(until April 20)
$85 Late Registration and Walk-Ins |
The Spring Investor Forum will be held at Christ
Church United Methodist, centrally located in Denver. The theme for
our investor education day is "Preparing for and Living in Retirement" and
focuses on dividends, company analysis, and
managing 401(k)'s and other retirement savings accounts. Our featured speaker will be
John Diercks. His presentations will cover:
Dividends: The Forgotten Profit
Maker
Dividend-paying equities can
provide investors with rates of return far superior to money market funds and
certificates of deposit even when the stock market is moving sideways or
downward. Learn the pros and cons of investing in common and preferred stocks
in addition to many other poorly understood investment vehicles that offer
high rates of return. This session will cover basic definitions, review
stocks from a dividend perspective on a stock selection guide, show the impact
of dividends and the growth of dividends on the rate of return for investors,
and show the importance of cash flow from operations on the ability of a
company to pay and grow dividends. Finally, little known, high-yielding
investments available across the border in Canada will be introduced as a way
to diversify into foreign equities.
What to
Look for in an Annual Report
Evaluating Management:
Dissecting Pre-tax Profit Margin and Return on Equity
John Tufts
Prepare For
Retirement, Managing Your 401(k)
A large number of
people are enrolled in a retirement savings plan through their employer but
know very little about their plan other than how much money is taken out of
their pay check and that they get a tax break from it at the end of the year.
The purpose of this class is to show that if you take the time to investigate
and make your own choices in your retirement fund you may be able to improve
your return and reduce expenses. Over the life of the retirements plan,
small increases in return now could add up and could result in a big increase
in the amount of your total savings.
You will discover the
advantages and limitations of a Tax Deferred Investment (401(k), 403(b) or an
IRA) and find out how much of a tax savings you could earn. You will learn
how employer offering
matching contribution, gives the retirement plan an immediate return on your
investment. You will understand how
to use Morningstar and the BetterInvesting Mutual Fund tools to evaluate
Mutual Funds and why most retirement plans use them. Find out how most
Investment Brokerages, that control the retirement plan, invest your money and
what choices you have to improve your return.
Using Morningstar
to evaluate Stocks and Mutual Funds
Learn how to use the
Morningstar website to evaluate stocks and mutual funds. Discover the
differences between the basic online version, that is free for everyone on the
web and the Premium version that may be available using a subscription through
your local library. Find out how the use the screening tools that are
available on the website to sift through thousands of stocks or mutual funds
to find a manageable list to evaluate.
Register for Spring 2011 Investor Forum
|
Fall Investor Forum Program
|
"Shaping
Up Your Portfolio" |
|
Time |
Activity |
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8:30 - 9:00 |
Setup / Check-In / Late
Registration |
|
9:00 - 9:15 |
Welcome and
Introductions |
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9:15 - 10:15 |
Dividends: The Forgotten
Profit Maker |
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10:15 - 10:30 |
Break |
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10:30 - 11:30 |
Prepare For Retirement,
Managing Your 401(k) |
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11:30 - 12:30 |
What to Look for in an Annual Report
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12:30 - 1:15 |
Lunch - Provided |
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1:15 - 2:45 |
Evaluating Management:
Dissecting Pre-tax Profit Margin and Return on Equity |
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2:45 - 3:00 |
Break |
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3:00 - 4:00 |
Using Morningstar to
evaluate Stocks and Mutual Funds |
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4:00 - 4:15 |
Closing Remarks |
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Register for Investor Forum
Speaker Bios:
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John Diercks |
John Diercks is an instructor for his
BetterInvesting Chapter and InvestED. He teaches financial classes and
mutual fund workshops at local, regional, and national events. Currently, he
is a director of the Central Pennsylvania Chapter of BetterInvesting and the
treasurer of two investment clubs, including the Centre Region Model
Investment Club. Prior to retirement, with advanced degrees in meteorology,
John spent 26 years in the Air Force and 16 years as an instructor of
meteorology at The Pennsylvania State University. |
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John Tufts |
John Tufts is a Director
on the BIVA Board, has been a National Volunteer since 2009 and is the
Regional Manager for the Northwest Region, which includes the Rocky Mountain
Chapter. He chairs the Recruitment Committee for the BI Online Training Team, has served on the BINC Marketing
Committee and the BI Mutual Fund Education Committee. John was a Director
in the Western Slope Chapter since 2005 and the President of the chapter
from 2006 to 2010. He is a Director on the Rocky Mountain Chapter, a member
of the Tuesday Traders Investment Club since 2003 and recently started an
Investment Club with his family. A retired Army Master Sergeant, he was the
Director of the Respiratory Therapy Department of the U.S. Army Burn Center
and taught as a Clinical Instructor for Brooke Army Medical Center’s
Respiratory Therapy School. John holds a Bachelors Degree in Health
Administration from Southwest Texas State University, Magna Cum Laude and is
working as an Echocardiographer in Grand Junction, Colorado. |
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