Class Handouts & Information
This page contains handout materials used in the classroom. They are normally PDF files, which require Adobe Acrobat — a free tool. If you don’t have it on your computer click on the “Recommended Reading” icon at the left of this page. Downloadinstructions are found there.
The purpose of making the materials available is to enable clubs to use them for education purposes. Some of these files are large so be patient when downloading them. Click on the title to download the file. Some presentations have reference articles associated with them.
Retirement Traps and How to Care for my Heirs
Click here to download Retirement Withdrawal calculator
This spreadsheet is designed to allow adjustments of several items: Retirement Year; Inflation rate; Withdrawal rate; Growth rate to help determine how long your next egg will last.
Click here to download the Letter to my Heirs This is a Word document with suggested topics that should be covered in the letter.
Technical Tools for the Fundamental Investor – Arizona presentation
Handy URLs for the SSG handout is below–in B/W, and color. The page of Web addresses (URLs) is also available below. Choose the URL file that matches your analysis software. Follow the instructions on the sheet.
6 per page black/white
6 per page color
URLs for Toolkit
URLs for Stock Analyst and Classic
Article on Reverse Mortgages If you or someone you know is considering a reverse mortgage this is a must read article. It’s full of advice and contact information. A downloadable booklet available from AARP icontains excellent detailed information.
And, click here to download the two articles on Mutual Funds referred to in the Investing 101 presentation. To download the Quick Analysis form used in the presentation, click here. (You’ll be taken to another page on this site.)
Analyzing the Annual Report black/white handout – suitable for printing
Fundamentals Always Apply handout
How ‘I‘ Evaluate a Company This is the handout for the Webinar given April 7th at ICLUBCentral. To watch the 60 minute presentation click here. Download the handout and use it to follow along with the presentation. Also download the list of URLs (Internet addresses) for the analysis software you’re using–Toolkit, Stock Analyst or Classic. How to install and use the addresses is part of the presentation.