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Monthly Club Tasks for Investment Club Members and Treasurers |
8/21/2024 |
Here's what members and financial officers alike should expect each month.
Successful investment clubs rely on the participation of all members to research stocks, manage the club portfolio, and contribute capital to the operation.
In this month's Investment Club Webinar, Doug Gerlach outlined the responsibilities and tasks that investment club members and treasurers should expect to undertake each month to keep their clubs running smoothly.
If you missed the live presentation by Doug, the replay is available on our YouTube channel, or you can view the replay on demand right here:
The PDF handout of the presentation slides is also available for download.
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