Southeast Florida Chapter

Links to information on Starting and Running an Investment Club, Tax Forms, NAIC Education including to the I-Club List, Stock Ideas with SSG files and other Investment sites, and SE Florida Clubs' Web sites.

Table of Contents

• Club & Membership Services
• Investment Clubs - Getting Started
  • Government Forms to Start a Club in Florida
    
  • Join NAIC® - Online Membership Application
• Investment Club Types
• Tax Matters
• Education
• I-Club List
• Stock Ideas
• Other NAIC Links
• Club Web Sites in SE Florida
• Stock Research Links

  Club & Membership Services

Wanda Burke, Chairperson - Membership Services, E-mail: MemberSvcs@naicsefl.org

• Broward County Area
  (Acting) Membership Services - Wanda Burke, E-mail: BrwdMemberSvcs@naicsefl.org, or call Toll-free 877.219.2480.
• Palm Beach & North Area
  (Acting) Membership Services - Bill Rance, E-mail: PBchMemberSvcs@naicsefl.org, or call Toll-free 877.219.2480.
• Miami-Dade/Monroe Area
  Membership Services - Steven Davis, E-mail: DadeMemberSvcs@naicsefl.org, or call Toll-free 877.219.2480.

INVESTMENT CLUBS - GETTING STARTED

• Government Forms to Start a Club in Florida
  flclub.html

• Suggested Steps for Starting an Investment Club
  old.better-investing.org/clubs/thirteen.html

• Start Your Own Investment Club
  old.better-investing.org/clubs/startup.html

• Investment Club Introduction
  old.better-investing.org/clubs/club_intro.html

• Partnership Agreement - Sample

• Investment Clubs
  old.better-investing.org/clubs/inv_club.html

INVESTMENT CLUB TYPES

• Youth & Investing
  old.better-investing.org/youth/youth.html

• Student Investment Clubs
  old.better-investing.org/youth/student.html

• Family Investment Clubs
  old.better-investing.org/clubs/famclubs.html

TAX MATTERS

• Investment Club Information
  old.better-investing.org/clubs/clubs.html

• Florida Intangible Property Tax Form #DR601
  http://sun6.dms.state.fl.us/dor/taxes/ippt.html

• Florida Tax Forms
  http://sun6.dms.state.fl.us/dor/forms/

• Clubs & the IRS
  old.better-investing.org/clubs/irs.html

• Investment Clubs & the SEC - at NAIC
  old.better-investing.org/clubs/clubs-sec.html

• Investment Clubs & the SEC - at SEC
  http://www.sec.gov/investor/pubs/invclub.htm

• Club Treasurer's Corner
  old.better-investing.org/clubs/clubs.html#corner

EDUCATION

• NAIC Education & Stock Study Tools
  old.better-investing.org/educate/educate.html

• NAIC Investor's School
  old.better-investing.org/chats/chat.html

• How do I Read and Interpret a Value Line® (VL) Report
  old.better-investing.org/faq/3.4.html
  There you can click on the link to the Value Line® page where you can get the booklet online explaining the Investment Survey Page. (Note: To view the Acrobat PDF file, you'll need to download and install the free Adobe Acrobat Reader software, if you don't have it already.)

• Stock Research & Portfolio Management - WIN's method (Women's Investment Network Club)
  • Annual Report Analyzing Form (in Acrobat PDF file format) based on
  • Bob Adams' Analyzing the Annual Report - a Structured Approach
  • How to read an Annual Report (by Jane Bryant Quinn)
  • How to Read a Balance Sheet

I-CLUB LIST

The NAIC operates a free E-mail discussion group about club and individual investing. A vast array of NAIC investment issues from "getting started", club operations, NAIC software, the Stock Selection Guide (SSG), and NAIC membership and services. It is not uncommon to see an NAIC expert contributing to the discussion.

• I-Club Mailing List (Online Investment Club)

• Subscribe to the I-Club List
  http://lists.better-investing.org/cgi-bin/lyris.pl?join=i-club-list
  Suggestion: Under "Status" select "Digest" to receive one (1) composition message per day.

• I-Club List Workshops
  Monthly workshops on the list focus on an investment issue and feature special guests. You can actually participate live in these workshops, but just in case you miss one or you would like to review a previous workshop, the workshops are archived.
  old.better-investing.org/iclub/workshop.html

• I-Club List Collection
  old.better-investing.org/iclub/collection.html

STOCK IDEAS

• Other Investing Sites on the Internet
  old.better-investing.org/computer/naic-net.html

• Better Investing® magazine's "Stock to Study" Library
  http://www.better-investing.org/articles/web/3062

• Better Investing® magazine's "Undervalued Stock" Library
  http://www.better-investing.org/articles/web/3427

• Selling Stocks
  http://www.better-investing.org/articles/web/42

OTHER NAIC LINKS

• NAIC Frequently Asked Questions (FAQ)
  old.better-investing.org/faq/index.html

• NAIC Computer Software - Stock Analysis, Club Accounting, Record Keeping
  old.better-investing.org/computer/computer.html

• NAIC Computer Software - Tech Support
  old.better-investing.org/computer/techsupp.html

• How to Contact NAIC
  old.better-investing.org/contact/contact.html

• NAIC Web Site Navigator Index
  old.better-investing.org/contact/navigate.html

• NAIC Search Engine
  old.better-investing.org/query.html

CLUB WEB SITES IN SE FLORIDA

• Women's Investment Network (WIN) www.watchfrog.com/WIN
• Yahoo! Sample NAIC Club

We would like to add your Southeast Florida Club's Web site to our list. Click here to E-mail a message to Web@naicsefl.org with your Club's Name and Internet URL Address.