Main Room: How Not to be a Lousy Investor or Investment Advisor
Presentation Scheduled for Tuesday, 3:40-5:10 pm
Anticipated CE: 1.5 CFP, 1.5 NASBA/CPE, 1.5 MN insurance, 1.0 WI insurance, 1.5 CIMA, 1.5 CLE
And meet in person: Jill Schlesinger, business analyst for CBS News. Jill appears on CBS radio and television stations nationwide covering the economy, markets, investing and anything else with a dollar sign. She translates complicated business and economic news into understandable, reliable topics for everyday viewers and listeners. She is a weekly guest on NPR’s “Here and Now” and also appears on American Public Media’s “Marketplace Money” – Jill is also the host of the nationally syndicated radio show “Jill on Money” which airs in over 85 markets and she writes the nationally syndicated column “Jill on Money” for Tribune Media Services. She is also an influencer for LinkedIn. These are great opportunities to check Jill out prior to Symposium.
“How Not to be a Lousy Investor or Investment Advisor” will drill down to the basics and provide you with a refresher of the nuts and bolts behind being a wise financial advisor and how you can better articulate core concepts to your clients and not let emotions lead them astray in making prudent and sound investment decisions.