Kiawah Golf (or not) Investment Seminars --- for individuals & their professionals
Continuing Investment Education Programs for Financial Professionals: CFAs, CPAs, Stock Brokers, CFPs, etc.
New Investment Concepts Investment Training Outline Investment Articles
Investment Web Workshops
10 Workshops Scheduled Every Month
Check out this month's schedule.
PGA Village Golf Outing and Seminar
The Mind Game - Golf & Investing 
October 23 - 25, 2009

Reasonable Performance Expectations
using the
Working Capital Model

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Golf - Finance - General
 

Investment Grade Value Stocks and High Quality Income securities are the only investments considered for use within the Working Capital Model. In 2008, this utterly boring combination produced surprising results compared with the DJIA, S & P 500, Morningstar's latest and greatest, Bill Miller's LMVTX, and the Buffett Berkshire "B".  Attend a workshop, embrace the methodology --- smile.

For Individuals: Yeah, I know, and that's not even the Ocean Course! Here's your opportunity to take your next golf vacation to a higher level. Why not combine the golf with a private, small group (even one-on-one), Investment Training Program?  We're not talking about Mutual Funds, Insurances, Annuities or any other form of  investment products. No get rich quick schemes, creative derivative concoctions, or hype. This is the investment education that you didn't get in college. No salesperson will call you before or after the seminar, and we guarantee that you will learn something new about investing. In fact, you'll be studying what some people have referred to as a ground-breaking new approach to asset allocation, security selection, and portfolio performance evaluation. This is big time stuff, at a reasonable cost.

For Professionals: Why not pick up some valuable Continuing Education Credits when you're not walking the miles of beautiful beaches, golfing, or checking out the fine restaurants in historic Charleston? Learn about a new approach to the markets, to performance evaluation, and safer income production for your clients... before your competition does.

For Retirees & Soontobes: What good is wealth without income? Learn how to create a safe and secure cash flow that can stay in pace with most inflation scenarios... and without those dreaded annuity products!

Kiawah Golf Investment Seminars (KGIS) is not affiliated in any way with the Kiawah Golf Resort, but the standard training package assumption is that you will play two of your rounds with your investment trainer/host (not a low handicapper). We suggest the Ocean Course plus one of the other on-island courses, subject to availability. Please make your own golf arrangements (and pay for them) so that you can be certain of the courses played, tee times, etc. The Ocean Course is not a requirement, but most golfers rate it one of the most memorable golf experiences in the world. KGIS can't make any advance golf arrangements, and is not responsible for any of your golf related expenses.

The Investment Training Program is conducted by Author/ Investment Manager Steve Selengut whose The Brainwashing of the American Investor: The Book that Wall Street does not Want YOU to Read has received hundreds of excellent reviews; his investment articles have been published all over the internet. Few investment book authors and/or investment columnists are full time professional investment managers; rarely do investment theoreticians leave their hindsightful keyboards to get their hands dirty on the trading floor. Steve Selengut has been a hands-on, individual client portfolio manager, since 1979. A copy of the "Brainwashing" book will be sent to you upon receipt of your 50% training program deposit.



Oak Point # 18

The KGIS investment training package includes: eight hours of Q & A on the golf course, two (three hour, CE eligible) group, and one (optional, and for individual investors only) personal meeting that can cover anything you don't want your buddies to hear about. If your spouses are traveling with you, they are welcome to participate in the investment training program. The book is your syllabus. 

KGIS is a new venture, with introductory pricing specials throughout 2008. Groups of from one to six  persons are recommended. Only two groups per month can be accommodated.


2009 Seminar, Workshop, and Association Meeting Schedule

January 20th, AAII, Atlanta Chapter, 150 attendees (slide presentation available)
March 18th thru 23rd, Strubel Golf Group, in Jacksonville, FL
April 16th, 2009, AAII, Birmingham, AL Chapter, 35 attendees 
May 14th thru 19th, Shaw Golf Group, @ Hilton Head, SC
October 10th, AAII, Research Triangle Chapter, NC,  50 attendees (estimated)
October 23-25, Golf Outing-Seminar, PGA Village, Port Saint Lucie, FL (Players & Sponsors needed)

Program One: Investment training meetings (2), plus two rounds of golf @ participant expense, plus one private meeting, per person: $425.  Plus $175 per group for the Ocean Course, if accompanied by trainer.
Program Two: Investment training meetings (2), plus one round of golf @ participant expense, plus one private meeting, per person: $325. Plus $175 per group for the Ocean Course, if accompanied by trainer.
Program Three: Investment training meetings (2), no golf with trainer, plus one private meeting, per person: $295.
NOTE: On the golf course expenses and Ocean Course caddie fees are not included. Add $25 per person, for more than six group-meeting attendees, including spouses. You are responsible for all of your own golf and accommodation expenses. 

(Sanco Services ADV II and Schedule F will be provided to all participants upon request, before or after the Seminar/Workshop.)

 

Have Workshops, Will Travel...

Small Group Workshops (less than ten people) can be brought to your location... one full day of Investment Training (two sessions) plus Q & A  after each.  $1,000 plus expenses.