GET THE HOW TO'S OF BECOMING A SUCCESSFUL INVESTMENT ORGANIZATION

 
 
 

GETTING STARTED

• Determining The Strategic Focus of the Organization
• Deciding Upon A Meaningful Name
• Mission Statement
• Vision Statement
• Organizational Goals & Objectives
• The Importance of Tracking Organizational History

MEMBERSHIP

• Qualifications
• Recruitment of Members
• Responsibilities
• Roles
• Membership Training

GROUP STRUCTURE

• Election of Officers
• Tenure of Officers
• Roles & Responsibilities
• Establishing A Membership Term Agreement

LEGAL STRUCTURE

• Setting-up Bylaws of the Organization
• Determining Legal Status (DBA - Corporation, Partnership, LLC)
• Setting-up Legal Status

LEGAL ACTIVITIES

• Selection of an Attorney
• Obtaining The Necessary Legal Documents
• Registration A Fictitious Name