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10:15 a.m. ñ 11:15 a.m. |
11:30 a.m. ñ 12:30 p.m. |
2:00 p.m. ñ 3:00 p.m. |
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Bulls, Bears and the Market ñ Panel: Walter McCurdy, Egan J. Gost, Thomas Dillon, Morgan Stanely Dean Witter
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Live the Good Life, How to Retire on Your Own Terms ñ Panel: Rick Domenick, Ruben H. Martinez, Ingrid Lockhart, Morgan Stanley Dean Witter
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IRC 529 Plans and Other Saving Options for College ñ Michael Lee, Golden 1 Financial Services
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The Right Way to Hire Financial Help ñ Charles A. Jaffe, Syndicated Personal Finance Columnist, The Boston Globe
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Evaluating Your Mutual Fund Portfolio ñ Charles A. Jaffe, Syndicated Personal Finance Columnist, The Boston Globe
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Picking Hot Stocks ñ Panel: Joe Milam, Legacy Capital Management; Jack Sirard, The Sacramento Bee; Lynn Smith, Morgan Stanley Dean Witter; Moderated by Bob Shallit, The Sacramento Bee
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Seeking Financial Advice on the Internet ñ Joel Allen, American Express Financial Advisors, Inc.
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U.S. Treasury Overhauls IRA Rules ñ What You Need to Know ñ Stephen Westlake, American Express Financial Advisors, Inc.
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Expand Your Mental Wealth ñ Karen McCall, Financial Recovery Counseling Institute
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Planning for RetirementÖOr Just Hoping it Will Happen? ñ Boni Callaway, Invesco Funds |
The Basics of Investing ñ Jack Sirard, The Sacramento Bee and Bob Dreizler, Walnut Street Securities
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Retirement Distributions - What are Your Options? ñ Dick Lohmeyer, Golden 1 Financial Services |
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Bonds, Bills and Notes: Fixed Income Investing ñ Panel: Moderated by Stuart Drown, The Sacramento Bee
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Tax-Favored Investing ñ Bill Hagerty, Money Management Seminars
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Online Investing ñ Anne Nelson, Ameritrade
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The Truth About Trusts: Facts You Have to Know ñ Tom Leigh, Law Offices of Ann Herring and Thomas Leigh
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Fraud Prevention Tactics for Investors ñ Jim Blanco, Fraud Prevention Services |
Sector Funds ñ Mark Jenkins, Fidelity Personal Investments and Brokerage Group (FPIBG) |
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How to Avoid Investment Scams ñ Kevin Gross, Securities Exchange Commission |
Asset Allocation ñ Glen Cheron, Golden 1 Financial Services |
Socially Conscience Investing ñ Bob Dreizler, Walnut Street Securities
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Exploring International Investment Opportunities, Jerry Gardner, Golden 1 Credit Union Financial Services |
Financial Planning Basics ñ American Express, Sandra C. Thomas
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Saving & Investing ñ Bill Hagerty, Money Mangement Seminars |
