BI Portfolio Manager, Introduction to


EVENT:  BI Portfolio Manager, Introduction to

WHEN:   July 25, 2009 - Saturday 1:00 - 4:00 p.m


In this BI Portfolio Manager class we will provide:

  • an overview of Portfolio Manager's layout and features
  • how to use Portfolio Manager's quick portfolio setup feature
  • a demonstration of importing BetterInvesting's S&P Stock and Mutual Fund Data Services with Portfolio Manager
  • and a review of Portfolio Manager's many useful reports.
INSTRUCTOR:  Kurt Hagerbaumer, ECCBI Computer Group Contact


  • $15 in Advance - Pre-Register 
  • $20 Thereafter

 PRE-REGISTRATION  DEADLINE ~ by 12 Midnite Weds. 7/22.



1. *  Register ONLINE - Pay with Credit Cards  *
Note:  Eventbrite charges a small fee.]
        ~ SEE Ticket Information ABOVE ~

OR ...

2.  Register by MAIL

Mail Registration Info:  Your Name, Address, Telephone # and Email Address

Make your CHECK PAYABLE to:

   ECCBI (or Emerald Coast Chapter BetterInvesting)


  c/o Maurice Johnson, Treasurer
  26530 County Road 32
  Elberta, AL 36530

Event REGISTRAR - Contact:
Maurice W. Johnson,
Emerald Coast Chapter Treasurer
Telephone: (251) 986-8170


Keller Williams Realty [Pensacola] (map)
7140 North 9th Avenue
Pensacola, Florida 32504
(850) 471-5000  
The Keller Williams Realty Pensacola office is on North 9th Ave just North of Creighton Rd on the East side between the Bank of Pensacola and AmSouth (across from McDonald's). Class will be held downstairs in the Training Room (a BetterInvesting sign will be on the door).

Our ECCBI chapter directors are all volunteers.  If you would like to help us put on educational investment programs, either in front or behind the scene, there are several tasks and positions available!  Please contact a chapter director if you would like to Volunteer! 

 We look forward to seeing y'all there.  Please REGISTER TODAY! 

BetterInvesting Web site of the Emerald Coast Chapter


Name Sales End Price Fee
Director/Associate Director (Volunteer) Ended Free
BI Members - Advanced Reg. Ended $15 $0.99
Non Member - Advanced Reg. Ended $15 $0.99
BI Members Ended $20 $0.99
Non-Member Ended $20 $0.99

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