Pitfalls of Investing: Hope vs. Reality
Date: Wednesday, January 13, 2010
Time: 8:00 AM - 10:00 AM
Location: Casa Monica Hotel , St. Augustine
Speaker: Paul S. Lee, J.D., LL.M.
SPONSOR: The St. Augustine Professional Advisory Council of The Community Foundation in Jacksonville.
SPECIAL INVITATION: Members and Friends of the Estate Planning Council of the Fun Coast
SPEAKER: PAUL S. LEE, J.D., LL.M., National Managing Director, Bernstein Global Wealth Management, New York City
TOPIC: "PITFALLS OF INVESTING: HOPE VS. REALITY" ~ A discussion of behavioral finance and its impact on investor returns and effectiveness of estate planning strategies
**Complementary Breakfast: 8:00 AM
Seminar: 8:30 AM
