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AAII DC Metro - 10/21/2017 - Morningstar's Best Ideas for 2018 and Beyond

AAII - DC Metro

Saturday, October 21, 2017 from 9:00 AM to 11:30 AM (EDT)

Ticket Information

Ticket Type Sales End Price Fee Quantity
Advance Registration Oct 17, 2017 $35.00 $0.00

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Event Details

 

SPEAKER: 

Christine Benz

Director of Personal Finance, Morningstar

 

TITLE:

Morningstar's Best Ideas for 2018 and Beyond

 

DESCRIPTION:

Morningstar's Director of Personal Finance Christine Benz will share Morningstar's outlook for various parts of the stock market based on the firm's equity analysts' bottom-up research.  She will also discuss the analysts' best ideas across a swath of investment vehicles: individual stocks, mutual funds and exchange-traded funds (ETFs).  Finally, she will present model retirement portfolios consisting of the firm's top-rated mutual funds and exchange-traded funds.

 

ATTEND THIS MEETING TO LEARN:

  • Morningstar's philosophy for evaluating stocks, mutual funds and exchange-traded funds
  • Morningstar's current assessment of the equity market, based on its bottom-up research
  • Where Morningstar's analysts are finding opportunities today and how that translates into specific stock, mutual fund and ETF picks

BIO: 
 
Christine Benz is director of personal finance at Morningstar and senior columnist for Morningstar.com, focusing primarily on retirement planning and investment portfolio strategies.  She is the author of "30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances" (Wiley 2010).  In addition, Benz is co-author of "Morningstar Guide to Mutual Funds: 5-Star Strategies for Success" a national best-seller published in 2003, and author of the book's second edition which was published in 2005.  Before assuming her current role in 2008, Benz also served as Morningstar's Director of mutual fund analysis.

 

 

For more information about our chapter, go to http://www.aaiidcmetro.com  


Have questions about AAII DC Metro - 10/21/2017 - Morningstar's Best Ideas for 2018 and Beyond? Contact AAII - DC Metro

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When & Where


Richard J. Ernst Community Cultural Center - Northern Virginia Community College - Annandale Campus
8333 Little River Turnpike
Annandale, VA 22003

Saturday, October 21, 2017 from 9:00 AM to 11:30 AM (EDT)


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Organizer

AAII - DC Metro

Provides investment education on stocks, mutual funds, and other types of investments. Hear from leading national experts. This chapter is a member of the American Association of Individual Investors, http://www.aaii.com, the largest national individual investor education association.


For more information about our chapter, go to http://www.aaiidcmetro.com, or contact general information at 301-593-4542.


You have the option of paying using this web site, by regular postal mail using the forms in our brochure or on our web site, or by phoning our registrar at 703-879-8480. There are advantages to establishing a paypal account, but it is not necessary. Our new location is at the Richard J. Ernst Community Cultural Center at the Northern Virginia Community College—Annandale Campus locate at 8333 Little River Turnpike, Annandale, Virginia 22003.  Their phone number is 703-323-3000.

Doors Open: 9:00 AM

Seating & Continental Breakfast: 9 - 9:30AM

Program Begins: 9:30 AM

  Contact the Organizer
AAII DC Metro - 10/21/2017 - Morningstar's Best Ideas for 2018 and Beyond
Things to do in Annandale, VA Seminar Business

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