Trading and Investing Plan Development, Putting It All Together
The CSTA Oakville Chapter wraps up this season's theme -- Developing a Trading and Investing Plan, Wednesday February 12th from 7:00 pm to 9:00 pm.
CSTA Oakville Chapter Head Dave Di Marcantonio will present and summarize the key topics that go into developing a Trading and Investing Plan and provide a follow up MS Word starting point plan template.
This meeting will wrap up the Trading & Investing Plan Development Series. It's been very informative and a lot of fun, we hope you've enjoyed it as much as we have, too!
Why attend?
The value proposition and key take-aways of this meeting are to provide attendees,
- a summary review of the key foundation topics and considerations necessary to construct a solid plan,
- a structured outline of topic headings that go into a plan,
- a few other important considerations that may not have been contemplated for a plan, but that are very key concepts for inclusion, and,
- a starting point "fill in the blanks" MS Word template that can be further detailed and revised/modified to provide as little or as much detail needed for members to start constructing their own individualized plans.
If you intend to treat your participation in markets like a business, then maybe it's time to have an actual business plan.
** PLEASE NOTE THAT THE FOLLOW UP MS WORD PLAN OUTLINES/TEMPLATES WILL BE SENT AFTER THE PRESENTATION, AND, ONLY TO THOSE THAT ACTUALLY REGISTER FOR THE MEETING ONLINE THROUGH THIS LINK.
The February meeting is Part 6 and final in this season's series. Members that have not attended prior meetings will still find much value in attending this final meeting.
