In This Issue: (Go directly to an underline article by clicking on it.)

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1 LA/MS Chapter Fourth Quarter E-Newsletter Notes: If your viewing device is not already set to do so, please click on Display Images to view the entire contents of this newsletter, including several pictures. Trouble viewing or scrolling through the newsletter - the recommended browser is Mozilla Firefox. Text disappearing in righthand margin - adjust your computer or device settings. Comments and inquiries to: contact@lams.betterinvesting.net In This Issue: (Go directly to an underline article by clicking on it.) 2016 SWLA Stock Round-Up Info 2016 SWLA Stock Round-Up Registration 2016 SWLA Stock Round-Up Program LA/MS Annual Election Meeting 2016 SWLA Stock Round-Up Presenters & Speakers Money Smart Week A Success Coast Investors Forum

2 SWLA Stock Round-Up Saturday, August 6, :45 AM - 2:30 PM Calcasieu Parish Central Library 301 West Claude (Corner of Ernest & West Claude) Lake Charles, LA Free Live Event for BetterInvesting Members and Other Investors Presentations Let's Talk Stocks Session Complimentary Sandwich Tray Luncheon Door Prizes This event is a must if you want to:

3 Meet other investors; Learn how BREXIT could impact your portfolio; Hear from an American multinational energy company representative; Engage in a live discussion on stocks; Participate in an educational skit on buying and selling stocks at a profit and learning terminology associated with the experience. Attention: Because of meeting room capacity and luncheon planning, attendance is limited to the first 60 registrations. Please let us know in advance of your attendance and please honor your registration. Sign-In upon arrival for the event is required prior to admittance. The ladies of the L'Argent Investment Club have graciously volunteered to provide hospitality and the luncheon for this event. The LA/MS Board of Directors requests that you not cause the L'Argent Investment Club unnecessary expense and disappointment by registering for this event and then being a no-show. Last year our no-show rate was a quarter of the pre-registration and unnecessary expense and waste was incurred. Everyone planning this event this year wants it to be a success and looks forward to having a full house; however, your cooperation is needed and will be greatly appreciated. If you register and have to cancel please do it no later than Thursday, August 4th. Audience Participation Volunteers Needed: We are in need of 14 volunteers to assume character roles in the 1:45 PM educational skit. There are some very colorful characters and some are just stock buyers but it will take a willing cast to put the educational point across. Can we have your help? If yes, please indicate in your registration. Let's not be bashful. We can all have a good time and learn together.

4 Now is the time to register! For event registration, educational skit volunteering, inquiries, and any cancellation, contact: Lawrence Adams Phone: (Morning of the event phone: ) Share: This notice with others who may not have received it; A ride with someone to this gathering; The knowledge you will gain SWLA Stock Round-Up Program 09:45 AM Sign-In 10:00 AM Introductions 10:15 AM The Breakup Heard 'Round The World: Britain, "It's me, not EU" What do stock investors need to be aware over the short and long term? by: Mark Thomas Portfolio Manager Mark Thomas, LLC 11:00 AM Break 11:15 AM We Are Phillips 66 Overview of the four key business segments operated by Phillips 66 by: Richard Rich Harbison Manager Phillips 66 Lake Charles Manufacturing Complex 12:00 PM Lunch & Talking Stocks Moderator: Dennis Malcolm, LA/MS Associate Director 01:30 PM Break 01:45 PM Curly & Mo's Bogus Beer Bash Bawdy House by Horace White and Curtis Meaux, BI ArkLaTex Chapter - A farcical introduction to earnings, earnings per share, earnings per share growth, stock price, P/E ratio and PEG ratio Audience volunteers needed. See previous appeal above. 02:20 PM Door Prizes 02:25 PM Closing Remarks and Round-Up Adjournment

5 BetterInvesting LA/MS Chapter Annual Meeting (Following 2016 SWLA Stock Round-Up adjournment. Same location. Same room) 02:30 PM LaMs Chapter Annual Meeting Program - Call to Order - Joe Farrell, LaMs President - Minutes of 2015 Meeting - Eric Resweber, LaMs Secretary - Financial Report - David Arnold, LaMs Treasurer - Election of Directors - Joe Farrell, LaMs President - Associate Directors and Volunteers Appeal - Announcements - Adjournment Note: Candidates for various LaMs Director elections are as follows: 3-Yr Director Term from 10/1/16-9/30/19: Lawrence Adams, Morse, LA - BI Club Member Eric Resweber, Zachary, LA - BI Individual Member Kaye Clingan, Ridgeland, MS - BI Club Member 2-Yr Director Term from 10/1/16-9/30/18 Angela Lannen, DeRidder, LA - BI Club Member 1-Yr Director Term from 10/1/16-9/30/17 Dennis Malcolm, Lafayette, LA - BI Individual Member An urgent Appeal: The LaMs Chapter needs and would dearly welcome BI members who would like to serve in appointed one-year Associate Director

6 and Volunteer positions. Following a year of satisfactory service Associate Directors are eligible to be nominated to full Director positions. Contact president@lams.betterinvesting.net or Joe Farrell at for further details or discuss it with him and/or other directors at the Annual Meeting. There are special BI benefits for directors, associate directors and volunteers SWLA Presenters and Speakers Pics & Bios 10:15 AM The Breakup Heard 'Round The World: Britain, "It's me, not EU" The Brexit vote shocked the world and jolted financial markets. We have a little more perspective now, with commentary from both sides of the issue as well as both sides of the Atlantic. Of what do stock investors need to be aware over both the short term and long term? A brief presentation will be followed by questions and crowdsourced answers. Mark Thomas - Portfolio Manager - Certified Financial Planner - MBA in Finance - Financial Workshop Presenter - Leads Dave Ramsey Financial Peace University Groups - Performs Pre-Martial Household Finance Counseling - Former Department of Defense Contractor 11:15 AM We Are Phillips 66 Company overview of the four key business segments operated by Phillips 66 Manager, Phillips 66 Manufacturing Complex Lake Charles, Louisiana Richard "Rich" Harbison

7 1:45 PM Curly & Mo's Bogus Beer Bash Bawdy House We bring to you Curly & Mo's Bogus Beer Bash Bawdy House's farcical introduction to earnings, earnings per share, earnings per share growth rate, stock price, P/E ratio and PEG ratio. We will sell stock (with stock certificates) in our bogus company to audience volunteers, create earning and earnings growth, sell stock at a profit and show how all of this effects E/S, E/S Growth Rate, the P/E ratio and PEG ratio each step of the way. Investors really need to understand the above topics. Curtis Meaux - Retired Treasurer / CFO / Acc't Mgr / CPA - 18-Yr Investment Club Member - 14-Yr Club Treasurer - ArkLaTex Chapter Director & Teacher - Retired Chemical Engineer / Reg Mgr Yrs Betterinvesting Member - ArkLaTex Chapter VP - Education - ArkLaTex Chapter Teacher Horace White (in his skit hat)

8 Money Smart Week a Success LaMs Chapter Associate Director Angela Lannen presenting her PowerPoint to Lake Charles Money Smart Week attendees Some of the Money Smart Week attendees at the South Regional Library, Lafayette, LA on April 30, During the week of April 24-30, 2016, three LaMs Chapter Board members - V.P. and Director Lawrence Adams, Associate Director Angela Lannen and Associate Director Dennis Malcolm, all from the LaMs SWLA Area - joined forces to present three separate one-hour presentations to non-members interested in the fundamentals of investing. The events were held in conjunction with the Chicago Federal Reserve Bank's Money Smart Week. The 48-slide presentation, titled Winning With Stocks: An Introduction to Fundamental Investing was prepared by Angela Lannen. The Tuesday, April 26th, 6;30 PM presentation in Lake Charles had 17 in attendance. The Thursday, April 28th, 6:00 PM event in DeRidder had 8 and at the Saturday, April 30th, 11:00 AM gathering 18 were present. The Lafayette date even drew one husband and wife couple from some five hours away in northeast Louisiana. This was a first time venture for the three directors involved and they were pleased to have shared this introduction with 40 non-members.

9 Coast Investors Forum Everyone is Invited When: 9:00 AM - 10:30 AM, Third Saturday of the Month Where: Hancock Bank Howard Ave and Caillavet St (2 blocks due north of Beau Rivage) Biloxi, MS What: Informal gathering to discuss investing issues Contact: George Leonard: adoy95@gmail.com or Note: This Mississippi Gulf Coast monthly discussion group generally draws up to investors. They look forward to having you join them. Contact George, a 13-yr BI Individual Member. He is the guy in the middle of the above picture of some of the group. As you can see, it's a mixed gender event. The meeting space is very nice and can accommodate your laptop, tablet, or other modern-day information-retrieving devices. Check it out!