#MyInvestingStory showcases the Investing Story of Successful Long-term Investors, who are everyday people. Ann and Ionnie McNeill, are both Lifetime Members and Volunteers of BetterInvesting, a non-profit focused on Investment Education for Individuals and Investment Clubs. Each week we interview a Special Guest, shining light on their investing story, lessons learned, words of wisdom and resources to aid you in starting your investing journey.
Sheryl Patterson learned of BetterInvesting in 2007, at a time when she needed something to divert my attention during non-working hours. She attended a Stock Selection class taught by a chapter director. After three meetings, was asked to be a dues-paying member. Three months later, a majority of the club’s members decided to disband the club and my contribution turned into my first investment loss. She stayed with the chapter but didn’t join another investment club until the chapter decided to take a virtual club to the next level and become one of the early working model clubs (2008). Also attending the BetterInvesting National Conference in Schaumburg, Chicago, IL.
As she took on higher positions both within the chapter and the model club, it advanced her ability to find possible stock ideas and understanding of the Stock Selection guide tool. Making her felt confident enough to start a family portfolio and become bolder with my thrift savings retirement accounts. In 2017, she retired after 35 years with the US Navy and joined my second investment club with 3 other chapter directors. Then co-taught our spring and fall SSG classes, making club visits and initiating our chapter Go-to-Meetings and Webinars. She is working with her son to eventually take over her portfolios and hopes to get my granddaughters initiated once they get older (they are currently three and one).
--
If you’re looking for a BetterInvesting Chapter near you, check out our community at https://bit.ly/BILocalChapters or visit us at BetterInvesting South Florida Chapter
Take the info from the podcast to the next level by becoming a BetterInvesting Member and joining us at our next Educational Event
Grab a copy of “The Baby Billionaire’s Guide to Investing: Building Wealth at an Early Age”
If you have questions about the podcast or any of the programs we discuss here, email us at abetterinvesting@gmail.com
Want your child or a youth you know to participate in the Summer Stock Market game? Email your interest at abetterinvesting@gmail.com
The hashtag for the podcast is #MyInvestingStory
Make sure to follow us on Social Media:
Facebook: @BetterInvestingSFL
Instagram: @BetterInvestingSFL
Linkedin: @BetterInvestingSouthFlorida
Twitter: @BI_SEFL
