COMMUNITY BASED INVESTMENT ENTERPRISES
*Note: We refer to investment clubs as Community Based Investment Enterprises (CBIEs)
Join us for our CBIE Cohort Investor's Summit
Wednesday, June 5, 2024 - 6pm CST | 7pm EST
This is the opportunity for our established CBIE's to convene, celebrate and collaborate on their experiences, successes and challenging moments.
Join us for Office Hours:
Multiple DatesMon, Apr 29Zoom MeetingApr 29, 2024, 6:00 PM – 7:00 PM CDTZoom MeetingThis is the opportunity for individuals to speak one on one or in small groups to ask questions about CBIEs and the CBIE start up process.
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Drop in virtual meetings for your CBIE to access as needed.
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Meet with CLIMB consultants to give guidance and answer your questions.
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Offered twice a week (Monday and Wednesday evenings).
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Ongoing even after training has been completed.
(Click RSVP - You can "Select a Different Date" on next screen if desired)
CURRENT SESSION:
Spring 2024
Cohort
Runs: January - April
Cohort Training Sessions
(all 9am CST | 10am EST)
January 27
February 17
March 16
April 20
CLIMB CBIE Program:
1. Attend a CBIE Open House
Informational Sessions - Gain a comprehensive understanding of CLIMB's CBIE program, ask questions, learn best practices & tips for success and how this program can benefit you & your family for years to come.
2. Fill Out Application
3. Once Enrolled:
Attend CBIE Cohort Sessions
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4 instructional presentations that teach you how to establish the enterprise, research stocks, run your meetings and start your portfolio.
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Takes you step by step so your CBIE is in place and ready to start investing by end of the program
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Sessions are virtual, once a month on Saturday mornings.
Access CBIE Office Hours
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Drop in virtual meetings for your CBIE to access as needed.
-
Meet with CLIMB consultants to give guidance and answer your questions.
-
Offered twice a week (Monday and Wednesday evenings)
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Ongoing even after training has been completed.
HOW A TYPICAL CBIE WORKS
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You choose your members (10-15 people)
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Each member invests $25/month - pooled together for investments
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Members meet monthly to present stock ideas and make decisions as a group
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Together, you create a real investment portfolio and start building generational wealth
CLIMB CBIE Altimeter
* Withdrawn funds have been used for buying homes and other real estate, entrepreneurial pursuits, education and training expenses and retirement stabilization, car purchases, paying down debt, vacations, community development and philanthropy.
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To learn basic investment terms and principles.
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To build an investment portfolio using the principles of collective economics.
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To learn important core concepts relating to investing.
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To learn how to research stocks and other securities.
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To build wealth gradually over time.
OBJECTIVES
INVESTMENT CLUB RESOURCES
Here are the basics for starting an investment enterprise:
Sponsored by:
Sponsored by:
