Session Information
ASAE & The Center Annual Finance & Business Operations Symposium
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Investment Management: Lessons Learned, How to Protect Your Portfolio
Track:
May 7, 2010
Program Code: 170
Date: Friday, May 7, 2010
Time: 9:30 AM to 10:45 AM EST
Location:
Degas Room
SPEAKER(S):
Michael Jones, director, mobile technologies, Results Direct
Fred Leamnson, CFP®, First Vice President, RBC Wealth Management
Description
Sometimes the best lessons are those gained from experience. Listen to practical information that you can implement immediately, including the ten questions to ask your financial advisors, criteria to help determine when to fire an investment manager, and a list of fees associated with investment management and where to look for them.
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