CASE Logo
P.O. Box 726
Manchester, NH 03105
(603) 627-9691
CASE Investments
SEMINARS

PROGRAMS FOR CORPORATE BOARDS
  • Why return-on-capital, rather than profit margin, is the ultimate barometer of profitability.
  • When earnings should be retained in the business rather than paid to shareholders as a dividend.
  • Dangers of using the Discounted Cash Flow Valuation Model for valuing publicly-traded and privately-owned companies.
PROGRAMS FOR INDIVIDUALS & FAMILIES
  • Why asset allocation does not protect you.
  • How to build a portfolio that incorporates a margin-of-safety.
  • 401(k) Rollover Planning: When to rollover and when not to rollover.
  • Roth Conversion Planning.
  • IRA Distribution Planning.
  • Restricted Stock Planning: Advantages & Disadvantages of the
    Sec. 83(b) Election.