TWIN CITIES ESTATE PLANNING COUNCIL

When the Music Stops….Will You Have a Chair?
Presenters: 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 market indices so they are no longer a reflection of the overall market they previously represented, and are no longer diversified.    Many actively managed mutual funds appear to be clones of indices.  Understand the concentration of highly priced stocks.  The economy is returning to normal times.

Learning Objectives

By Attending this Session Advisors will…. 

1. Understand the changes that have occurred in stock indices and major mutual funds. 
2. Recognize the dangers in continuing to purse what worked in the past. 
3. Understand alternative ways to invest in emerging technology.

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