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An Orientation to Your Investment Club Record Keeping
How much do you really know about your clubs finances?

It's important that every member of an investment club have a basic understanding of investment club finances and how your club records need to be kept. This will help you prevent misunderstandings and tax problems. In addition, everyone will be able to feel comfortable that their club ownership and investment performance is being tracked correctly.

Join us online on Thursday, May 24 at 8:30PM for an orientation to keeping investment club records. This presentation is designed to give all club members a simple overview of what it means to be part of an investment partnership and what is important for everyone to know about tracking your club finances. We recommend it for all your club members.

It is also the first in our series of three treasurer training webinars. If you are a new investment club treasurer, it will give you the basic background you'll need as you get started.

The webinar is free and everyone is invited. You can register now to attend at www.bivio.com/club_cafe

Laurie Frederiksen
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