Zoom Only Event: Preparing for 2024 and Beyond by Knowing Where You Have Been

Date: Tuesday, January 23, 2024
Time: 7:45am - 9:00am
Location: Zoom
Speaker: Herb Schechter, CPA and Robert Britton, Jr., CFA



Portfolio manager describes the science and art of investing for long term success.

A brief review of the evolution of the role of the broker from managing customers’ investments to the sale of the investing and management skills of others, the development of mutual funds and other investment products, influence of the Modern Portfolio Theory and Morningstar, and the simple systems of investing. What crashed and what worked. How can we use these experiences to be smarter investors? 

Learning Objectives

By Attending this Session Advisors will…. 

  1. Understand the historical development of investment styles. 
  2. Recognize that many popular investment strategies are likely to result in mediocre performance or worse. 
  3. Understand the current market to prepare investments for 2024 and beyond. 

Zoom Login: 7:45 am
Presentation Begins: 8:00 am
Program Ends: 9:00 am

Anticipated CE: 1 CFP®, 1 MN Insurance & 1 CLE Credit

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