COMMUNITY BASED INVESTMENT ENTERPRISES
*Note: We refer to investment clubs as Community Based Investment Enterprises (CBIEs)
We are ready for Spring 2025!
INFORMATIONAL OPEN HOUSES
Gain a comprehensive understanding of CLIMB's CBIE program, best practices, tips for success and how this program can benefit you and your family for years to come.
Saturday, January 11
12pm-1:30pm CST
Monday, January 13
6pm-7:30pm CST
REGISTER
Register your CBIE to officially be a part of CLIMB's program.
(your CBIE only registers once)
Cohort Fall '24 SUPPLEMENTAL SESSION
Saturday, February 1 | 12pm-1:30pm CST
Join us for an engaging follow-up to the Fall ‘24 CBIE Program!
This supplemental session is designed to provide additional insights and practical tools to continue your investment journey with confidence.
TAX & TREASURER WORKSHOP
Saturday, March 1 | 12pm-1:30pm CST
RSVP coming soon
This session is designed to help participants understand tax basics, budgeting, and the key responsibilities of a treasurer. This workshop will provide practical tools and insights to stay organized and informed.
OFFICE HOURS
Drop in virtual meetings for your CBIE to access as needed.
Cohort Spring '25 COHORT TRAINING SESSIONS
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For members of registered CBIEs
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RSVP to receive Zoom link
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4 Cohort Training Sessions & 1 Capstone Session
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All Cohort and Capstone Sessions have the same Zoom link
(Click to RSVP - Choose "Select Different Date" if the date you want is not displayed)
What is the process for starting a CBIE?
1. Attend a CBIE Open House:
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Learn all about CLIMB's CBIE program.
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Get your questions answered.
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Meet our team, who will guide you step-by-step through the program.
All Open Houses are Virtual
Upcoming Open Houses for Spring Cohort:
Saturday, January 11, 12pm - 1:30pm CST
Monday, January 13, 6pm - 7:30pm CST
RSVP to receive
Zoom link
3. Once Registered:
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Attend 4 Cohort Training Sessions that provides information and teaches you how to set up your own CBIE
All Cohort Sessions are virtual
Spring 2025 Cohort Session Meetings:
February 1
March 1
March 22
April 5
Spring 2025 Capstone Session:
April 26
4. Access CBIE Office Hours:
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Personalized support through the entire program
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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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Ongoing even after training is completed—welcoming CBIEs that are in development, new, or well-established.
Offered virtually twice a week (Monday & Wednesday evenings)
RSVP below to receive
Zoom link
Join us for Office Hours:
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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.
All CLIMB CBIEs are welcome!
(CBIEs in development, CBIEs that are new & established CBIEs)
(Click RSVP - Choose "Multiple Dates" if the date you want is not displayed)
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.
Want details on our previous CBIE sessions?
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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:
