3rd Annual Investor's Symposium

Are you confused with today's markets? Are you worried? Knowledge is power!

Learn from an expert  with 30 years experience. This symposium is simply an education. Advisor offers advice and does not share in any product management fees or commissions on any securities or products whatsoever.

Saturday, November 5, 2011

8:30-1:30

Holiday Inn, Surprise

Registration: $99, couples $150


Agenda

8:00-8:30: Registration, donuts and coffee

8:30-10:00: A Primer on Stocks and Bonds

Based on Security Analysis by Graham, a review of the basics of investing from a fundamental point of view. A simple outline of types of investments, features and drawbacks of each and an explanation of simple economic ratios used to evaluate securities. This is a valuable refresher for investors who need some of the latest definitions of financial terms as well as new investors who want to grasp evaluation techniques in a simple way.

10:15-11:45: A Macro Look at Economic Conditions and the resulting outlook for securities.

How is the world changing and what effects will those changes have on the future of the markets?

Are the Emerging Markets hurting or helping us?

Is Inflation a concern?

Is the Economy going into recession again?

How should I invest now?

Is Gold the way to go?

Are US bonds safe?

Should we all learn Chinese?

11:45-12:15:  Lunch is served in the Dining Room!

12:15-1:30:  A Micro look at Sectors, Industries, stocks and bonds and their current condition. Some Stock and Bond Recommendations.

Is it safe to invest now?

Should I invest now, or wait?

What exactly should I invest in right now?

Which sectors are the best?

What kind of stocks, or bonds should I buy?

What can I expect to get in terms of income?