The AAII Washington D.C. Metro Chapter presents...

Morningstar’s Best Ideas for 2011 and Beyond

    Discussed by:

    Christine Benz
    Director of Personal Finance, Morningstar

Christine Benz, director of personal finance at Morningstar, will share Morningstar’s overall market outlook, as well as the firm’s best fund and stock ideas. She will also provide tips for positioning your portfolio to defend against potentially higher tax rates in the future.

Attend This Meeting and Learn...
About the key factors to focus on when selecting mutual funds
About Morningstar’s bottom-up, moat-focused approach to individual stock selection
What considerations to bear in mind when constructing your portfolio for long-term growth, durability and tax efficiency

Saturday, April 16, 2011
9:00 a.m.    Registration/ Social/Continental Breakfast
9:30 a.m. – 11:30 a.m.    Program
Courtyard by Marriott
4641 Kenmore Ave. (at 395 and Seminary Rd.)
Alexandria, VA 22304
[ Map This Location ]
Advance Registration (before 4/13), $28/person
Late Registration (after 4/12), $33/person
Walk-In (At the Door) Registration (Space Permitting), $38/person
Register online for all events and pay related fees via our local
website at
Pay Online �

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