Investment Success! Building & Managing Your Retirement Portfolio

Monday, July 1, 2013 -
8:30am to 10:00am

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Moderator: Peter McKay, Business Librarian, University of Florida
Speaker: Charles Rotblut, CFA, Vice President, American Association of Individual Investors (AAII)
Speaker: Jeremy Glaser, Morningstar Markets Editor, Morningstar, Inc.

Good personal investment education is important for librarians and library staff. We are an occupational group that is rarely able to access top financial advice. In this program, investment professionals will demystify the process and help us understand essential principles and how to apply them to make better decisions to meet our retirement goals. The presentation will include a discussion of the common mistakes investors make, why we make them, and how to avoid them.

Meeting Type: 
Included with conference registration
Last Updated: 
Tuesday, May 28, 2013 - 1:15am CDT
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