The AAII Boston Chapter presents...

Morningstar’s Best Ideas for 2010 and Beyond

    Discussed by:

    Christine Benz
    Director of Personal Finance, Morningstar

In this presentation, Morningstar’s Christine Benz will look at where the best investing ideas are for 2010 and beyond. Christine will start with the selection of specific investment opportunities for mutual funds, exchange-traded funds and individual stocks. Following this, she will discuss strategic portfolio construction with an emphasis on girding that portfolio against probable inflation in the years ahead. Lastly, she will touch on retirement asset management and the pros and cons of converting traditional IRA assets to a Roth IRA. After the formal presentation, Christine will give the attendees an opportunity for a dynamic and interactive Q&A session, which will then be followed by a book-signing event.

All meeting attendees will receive a free, complimentary, 30-day premium subscription to

Attend This Meeting and Learn...
Why “moat” is a chief factor that Morningstar analysts consider when evaluating companies; which companies have moats and which do not
The key factors Morningstar analysts look at when evaluating mutual funds and exchange-traded funds
Some key tax considerations to bear in mind when managing your portfolio between now and year-end 2010

Thursday, November 4, 2010
5:45 p.m.    Registration/Social
6:30 p.m.    Sit Down Dinner
7:30 p.m.    Program
8:45 p.m.    Q&A
Doubletree Guest Suites
550 Winter St.
Waltham, MA 02451
[ Map This Location ]
Advance Registration
(by 11/1), Program & Dinner, $40/person;
Program Only, $15/person
At the Door
Program Only, $20/person

Return to Boston Chapter home page
Boston PLAIN TEXT template
Boston Review Speaker template
Speaker Notification template

NEW HTML template!!!!