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BEGIN:VEVENT
DTSTART:20240123T134500Z
DTEND:20240123T150000Z
LOCATION:Zoom
UID:2437120240123T134500ZZoom Only Event: Preparing for 2024 and Beyond by Knowing Where You Have Been
DTSTAMP:20260416T104948Z
DESCRIPTION:\n \n \n[DETAILS](https://cvent.me/VwBA0M)\n[REGISTRATION](https://cvent.me/Bb02X1) \n \n \n \n \n \n \nPortfolio manager describes the science and art of investing for long term success.\n \nA 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? \n \nLearning Objectives\n \nBy Attending this Session Advisors will…. \n Understand the historical development of investment styles.  Recognize that many popular investment strategies are likely to result in mediocre performance or worse.  Understand the current market to prepare investments for 2024 and beyond.  \nZoom Login: 7:45 am\n Presentation Begins: 8:00 am\n Program Ends: 9:00 am\n \nAnticipated CE: 1 CFP®, 1 MN Insurance & 1 CLE Credit\n
SUMMARY:Zoom Only Event: Preparing for 2024 and Beyond by Knowing Where You Have Been - Twin Cities Estate Planning Council 
PRIORITY:3
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