Do you know....

1. Why you might not want to pay for investment club dinners with a club check?
2. The best way to handle contributions that members make in advance?
3. How to account for a bounced check?
4. What you need to determine before you can process a withdrawal?
5. Your options for paying a withdrawal?
6. Why you might want to transfer appreciated stock to fund a full withdrawal?
7. Why you might not want to transfer appreciated stock to fund a partial withdrawal?
8. What must be done to your club records prior to entering a withdrawal?
9. How to avoid duplicate entries in a withdrawal?
10. Whether one club member can "buy out" another one?

If not, join us online tonight for a discussion of these and other tasks you might need to handle as an investment club treasurer, but only every now and then.

We'll be presenting a webinar on "Non Monthly Treasurer Tasks" at 8:30PM ET tonight. It's free and everyone is invited. You can register now at www.bivio.com/club_cafe.

We'll be ready and waiting with the answers to these and any other questions you have!

Laurie Frederiksen
Invest with your friends!
www.bivio.com

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