Each month, myICLUB.com's Doug Gerlach and his team present free webinars focused on starting and running a successful investment club. Our Investment Club webinars are held on the third Tuesday of each month at 9:00 PM ET. Register once for all sessions, or view replays and the upcoming schedule below.
View the Replay of Our Latest Club Webinar:
Upcoming Webinar Schedule
- Tue, Sep 17, 2024 - Handling e-Payments from Investment Club Members
- Tue, Oct 15, 2024 - Investment Club Portfolio Tune-Up
- Tue, Nov 19, 2024 - Conducting an Investment Club Audit
- Tue, Dec 17, 2024 - Closing the Investment Club's Books for 2024
- Tue, Jan 21, 2025 - Preparing the Investment Club's 2024 Tax Returns
- Tue, Feb 18, 2025 - 2024 Investment Club Tax Clinic
Investment Club Webinar Archives
Webinar replays are available on demand after the event on the myICLUB.com YouTube Channel. Click a link below to view any video.
- 2024-08-20: Investment Club Monthly Checklist for Treasurers ∓ Members (download PDF handout)
- 2024-07-26: Digging Into the myICLUB Portfolio Review Report (download PDF handout)
- 2024-06-18: Linking Members SSGs to myICLUB Portfolios (download PDF handout)
- 2024-05-21: Investing Risk & the New myICLUB Portfolio Beta Report (download PDF handout)
- 2024-04-16: Introducing the New Investment Club Forum (download PDF handout)
- 2024-03-19: Best Practices for Investment Club Accounting & Operations (download PDF handout)
- 2024-02-20: 2023 Investment Club Tax Clinic (download PDF handout)
- 2024-01-18: Preparing the Investment Club's 2023 Tax Returns using myICLUB (download PDF handout)
- 2023-12-19: Closing the Investment Club's 2023 Books (download PDF handout)
- 2023-11-21: Investment Club Portfolio Review (download PDF handout): Part 1 of 2: Doug's Club Portfolio Guidelines Part 2 of 2: 10 Club Portfolio Reviews
- 2023-10-17: Creating & Updating an Investment Club's Partnership Agreement & Bylaws (download PDF handout)
- 2023-09-19: Recruiting New Members for Your Investment Club (download PDF handout)
- 2023-08-16: Managing Your Investment Club's Watch List (download PDF handout)
- 2023-07-18: Rebalancing Your Investment Club Portfolio (download PDF handout)
- 2023-06-20: Pros & Cons of Foreign Stock Investing in Investment Clubs (download PDF handout)
- 2023-05-16: Moving Your Investment Club to a New Brokerage Firm (download PDF handout)
- 2023-04-18: Disbanding Your Investment Club (and How To Keep Your Club Going without Breaking Up!) (download PDF handout)
- 2023-03-21: Handling the Death of an Investment Club Member (download PDF handout)
- 2023-01-17: Preparing the Investment Club's 2022 Tax Returns using myICLUB.com (download PDF handout)
- 2022-12-20: Closing the Investment Club's Books for 2022 (download PDF handout)
- 2022-10-18: Using and Reconciling Cash & Investing Accounts Using myICLUB.com (download PDF handout)
- 2022-09-20: How Successful Investment Clubs Invest (download PDF handout)
- 2022-08-16: Create an Investment Policy Statement for Your Investment Club (download PDF handout)
- 2022-07-19: Understanding Risk & Return in Your Investment Club (download PDF handout)
- 2022-06-21: Handling Investment Club Fees and Expenses (download PDF handout)
- 2022-05-19: All You Ever Wanted to Know About Investment Club Withdrawals (download PDF handout)
- 2022-04-19: Types of Securities to Avoid in Investment Clubs (download PDF handout)
- 2021-11-16: Managing Members and Guests in myICLUB.com (download PDF handout)
- 2021-10-19: Using BrokerSync™ in myICLUB.com (download PDF handout)
- 2021-09-32: Balancing Your Investment Club's Books (download PDF handout)
- 2021-08-17: Investment Club Treasurer Annual Tasks (download PDF handout)
- 2021-07-20: Overview of the 40+ Reports and Graphs of myICLUB.com (download PDF handout)
- 2021-05-18: Occasional Duties of Investment Club Treasurers (download PDF handout)
- 2021-04-20: Linking SSG Plus Stock Studies to myICLUB.com Portfolio Reports (download PDF handout)
- 2021-03-16: Monthly Duties of Investment Club Treasurers (download PDF handout)
- 2020-10-20: Running a Virtual Investment Club Meeting (download PDF handout)
- 2020-09-15: It's Time for Your myICLUB.com Checkup
- 2020-08-18: Update Your Club's myICLUB.com Settings
- 2020-07-21: Creating Your Club's Investment Policy Statement
- 2020-05-19: When to Sell a Stock from Your Investment Club
- 2020-04-21: How's Your Investment Club Doing in the Current Market?
- 2020-03-17: Coping with Volatile Markets with Your Investment Club
- 2019-11-19: Handling Stock Splits, Spinoffs, Mergers, and Litigation Settlements
- 2019-10-15: Recruiting New Members for Your Investment Club
- 2019-08-20: Making the Club Treasurer's Job Easy
- 2019-07-16: Passing the Torch: Preparing Your Investment Club's New Treasurer
- 2019-06-18: Making Best Use of myICLUB.com File Storage
- 2019-04-16: Disaster Planning for Investment Clubs
- 2019-03-19: What's New with myICLUB.com (Wizards, Payment and Fee Report, Voting, Tax Return Archives)
Attendees Rave about myICLUB.com's Webinar Series!
"Doug did an excellent job on the webinar. I am looking forward to the next one. We have available to us some very useful tools. Now, we just have to use them! Thank you." - John Blankenberg
"I totally enjoyed the Webinar and learned much. It took away some of my fears and opened up a whole new vista of the potential for the program. To hear Doug in person was awesome. I heard him in Kansas City at our BI annual meeting. Very motivational! Thank you." - Don Park
"The screener webinar was my first visit to on-line education, and I enjoyed it more than if I attended a regular class. Doug was prepared and the screener itself is more powerful than I realized even though I have tinkered with it several times. This particular screener will be part of my future decision making process. Thanks, Doug." - Ed Chiampi