How to Invest Your Money in 2010 Schedule of Events

by admin on March 19, 2010

How To Invest Your Money in 2010 Schedule Of Events

Introduction: Ilyce Glink: Top 5 Mistakes Investors Make

Panel 1: Setting Your Personal Finance and Investing Goals

Top experts and financial planners share how to set goals for your financial future and the best ways to meet those goals.


Kay Shirley Ph.D., CFP, LPL Financial: Kay approaches investing from an educational viewpoint and works with her clients to become a decision making partner.

Rob Goshen, Mesirow Financial: Read Rob’s  thoughts on how to evaluate risk in your portfolio.

Rob Eichner, Raymond James

Panel 2: Risk and Asset Allocation in your Portfolio

Learn how to evaluate risk and how your portfolio should be diversified, for every stage of your life.


Rob Goshen, Mesirow Financial

Wes Moss, Capital Investment Advisors: WSB Radio host and financial planner Wes Moss works closely with his clients to help them achieve their financial goals.

John Haag, Raymond James

Panel 3: How to Analyze Mutual Funds

This special lunchtime speaker will help you understand the terminology and ins and outs of investing in Mutual Funds.


Christopher Davis, Morningstar. Christopher is Senior Mutual Fund Analyst Editor, Morningstar Fidelity Fund Family Report Morningstar, Inc.

Panel 4: Mutual Funds, ETFs, Stocks and Bonds

This panel will focus on pros and cons of different investment vehicles and how to use them to structure a portfolio.


Kay Shirley Ph.D., CFP, LPL Financial

Wes Moss, Capital Investment Advisors

Ben De Haan, Lighthouse Financial Partners: Ben is President of Lighthouse Financial Partners and the Chief Investment Officer of DeHaan and Company Financial Partners, Inc. Read some of Ben’s thoughts on investment options for different stages of your life.

Panel 5: Tax Consequences of Investing

How does your portfolio affect your taxes? Are you missing out on tax benefits?


Bill Nemeth, Georgia Association of Enrolled Agents: Bill is an Enrolled Agent and  the President of the GAEA.  He also co-owner of seven Jackson Hewitt franchises in the Atlanta area.

Merry Brodie, Georgia Association of Enrolled Agents: Merry is co-owner of seven Jackson Hewitt franchises in the Atlanta area.

Ricky Novak Strategic Exchange Advisors: Ricky specializes in 1031 exchange structuring for real estate.  Read some of his 1031 exchange tips.

Panel 6: After Hours Master Class – Real Estate Investing

Become a successful real estate investor in 2010.


Andy Heller, Realty Join

Ricky Novak Strategic Exchange Advisors

Mike Rose, Bank of America

Event Attendees, be sure to download your copy of the final schedule of events on Friday, March 26, 2010. We will not have paper copies on hand, so you’ll need to bring your own copy with any last-minute additions and changes. We look forward to seeing you there.

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