Webinars

Warning: Your Brain May Be Hazardous To Your Wealth! Patrick Geddes, co-founder & Chief Investment Officer of Aperio Group
March 3, 2010

Even the best investment strategy, based on rigorous planning and research can often be trumped by your unconscious impulses or mood swings. You will learn:

• How this irrational and self-defeating behavior can have devastating consequences to your portfolio
• Practical advice on how to make good investment decisions while avoiding the worst dangers lurking inside our own brain

How to be a Smart Consumer of Financial Advice Sheryl Garrett, CFP founder of The Garrett Planning Network, Inc.
December 9, 2009

In this presentation Sheryl will discuss:

• How financial advisors work and get paid
• Fiduciary v. Suitability standards applied to advisors and why you should care
• How to search for, interview and engage a financial advisor
• What to do if you feel you've been wronged by an advisor

5 Truths Every Investor Must Know Rick Ferri CFA, Best Selling Author and CEO of Portfolio Solutions LLC
November 4, 2009

• Learn about the hundreds of new ETFs - which ones can help you and which can hurt you
• Discover how ETFs are classified and compared
• Learn how leveraged and inverse ETFs can wipe you out
• Build the right globally diversified ETF portfolio for your retirement