Session Detail


Personal Finance in Turbulent Times: What You Should Do Now
Workshop
Tuesday, Jan 10, 2012, 12:30 PM - 2:00 PM
Ballroom E
Greece. The deficit. Recession fears. Volatile stock prices.
You’re worried, and perhaps even a bit scared. The good news, though, is that you can still achieve your financial goals. If you’re confused as to how you should handle your investments in today’s environment, come join Ric Edelman1 as he reveals the answer to this question and more in this timely and informative seminar. Ric was twice named the #1 independent financial advisor in the nation by Barron’s,2and he’ll show you:
• What you should really be worrying about (it’s very important, and not what you think)
• What’s really going on in the U.S. and global economy – and what you need to do in response
• How to recognize mental traps that could unwittingly cause you to make costly investment mistakes, and, most importantly,
• The 4 proven investment rules you must follow today to help you reach your goals
1Ric Edelman is Chairman and CEO of Edelman Financial Services, a Registered Investment Adviser and Co-CEO, President and a Director of the Edelman Financial Group (NASDAQ: EF). He is an Investment Adviser Representative who offers advisory services through EFS and a Registered Principal of (and offering securities through) Sanders Morris Harris Inc. an affiliated broker/dealer, member FINRA/SIPC.
2Barron's ranking "Top 100 Independent Financial Advisors" (Aug. 28, 2010 / Aug. 31, 2009) based on the quality of the advisors' practices, including client retention and compliance record, contribution to the firm's profitability, and the volume of assets overseen by the advisors and their teams.
Presentations:
Organizer
Kevin B. Marvel1
1American Astronomical Society.