Date: Wednesday, May 14, 2014 Topic: Stock Screening and Analysis Techniques Your Guru Never Taught You Speaker: Marc Gerstein, Director of Research, Portfolio 123; Editor, Forbes Low-Priced Stock Report Great growth rates, stingy valuation metrics, power house balance sheets:...

Date: Tuesday, May 13, 2014 Topic: Building a Multi-Asset, Low-Correlation Portfolio Speaker: Craig L. Israelsen, Ph.D., Associate Professor, Utah Valley University; Creator, 7Twelve Portfolio In this presentation, Craig Israelsen will look at historical data to examine the growth...

Date: Tuesday, May 13, 2014 Topic: Global Multi-Asset Investing in a Volatile-Interest Environment Speaker: Timothy J. Kohn, Managing Director, Windhaven Investment Management While interest rates have been declining for over 30 years, recently increased volatility suggests this...

Date: Tuesday, May 13, 2014 Topic: Managing Retirement Wealth Speaker: Julie Jason, CIO, Jackson, Grant Investment Advisers, Inc. A real concern for investors approaching retirement is losing assets in volatile or down market periods and, as a result, having to either work longer...

Date: Monday, May 12, 2014 Topic: How to Revitalize the American Economy and Regain the American Spirit Speaker: Bruce Johnstone, Senior Marketing Investment Strategist, Fidelity The American economy and U.S. corporate profit growth are beset with slow growth for many domestic...

Date: Saturday, May 10, 2014 Topic: How to Succeed in Changing Markets Speaker: Janet Brown, President, FundX Investment Group; Editor, NoLoad FundX Newsletter Learn from over 35 years of successful fund investing during this presentation, where Janet Brown will share the secrets...

Date: Saturday, May 10, 2014 Topic: King Risk is Dead. Long Live the King! Speaker: John Simms, Chief Investment Officer, Piedmont Trust Company Investors and analysts have waved off the overvaluation shown by Shiller’s cyclically adjusted P/E ratio and explained away concerns...

Date: Saturday, May 10, 2014 Topic: Today’s 10 Most Important Economic and Investing Trends Speaker: Morgan Housel, Macroeconomics Analyst and Columnist, Motley Fool Morgan Housel will discuss 10 of the most powerful, misunderstood and promising trends affecting today’s economy...

Date: Wednesday, May 7, 2014 Topic: The New World of Estate Planning, Post-2012 Speaker: Marjorie J. Stephens, Law Offices of Marjorie Stephens The new tax law has repealed the estate tax for more than 99.8% of the people in the United States. The new law has also given couples...

Date: Wednesday, May 7, 2014 Topic: Stocks Face the Greatest Risk Since 2011 Speaker: Marvin Appel, President, Sinalert Asset Management In this presentation, our speaker, Marvin Appel, points out that the past five years of exceptional stock performance is due to the Federal Reserve’s...