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Things to Consider:

  1. Keep things lively, educational and efficient - meetings need not last longer than an hour and a half and it should feel like time well spent

  1. Reading the minutes--first item on the agenda should be to read the minutes of the last gathering

  1. Treasurer's report - financial partner announces bank and brokerage balances and the current value of the club's portfolio

  1. Club Business - upcoming seminars, new members, etc

  1. Stock Information Sheet - lists each stock owned, the number of shares held, the cost per share at time of purchase, total cost to the club

  1. Stock Reports - each member reports on the stock followed

  1. Stock Selection Committee Report - buy, sell, or hold? committee made of about three members recommends stocks until one is selected; one gives a succinct account of important factors to explain why the stock deserves consideration; open discussion after the stock has been presented; after a buy or sell motion is carried, disband the committee and ask for new volunteers

  1. Educational Presentation - junior partner plans a 15 minute discussion on articles or a worksheet

  1. New Business - important announcements and selecting a time or place for the next meeting

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