Instructors and Experts to Provide a Local Flavor to the 65th BetterInvesting National Convention, May 19-22 in Washington, D.C.
May 17, 2016 — The 65th annual BetterInvesting National Convention May 19-22 in the Washington, D.C., suburb of Chantilly, Va., will have a local flavor, with instructors and financial experts from the area empowering individuals to make informed investment choices.
On Friday, May 20, volunteer instructor Irina Clements of BetterInvesting’s D.C. Chapter will help lead a session on investment opportunities in the technology sector, detailing which of the 19 industries in the technology sector might offer the best opportunities for long-term growth and offering five suggestions of companies to study. On Sunday she’ll discuss the basics of modern portfolio theory and in other sessions help provide an overview of retirement planning.
On Saturday, author Angele McQuade of Arlington, Va., will lead a discussion of the popular investing book Charlie Munger: the Complete Investor. The next day she’ll lead a workshop on strategies for cleaning up your finances.
Gerri Walsh, senior vice president of investor education at D.C-based FINRA (Financial Industry Regulatory Authority), and John Gannon, a member of BetterInvesting’s board of directors and former president of the FINRA Investor Education Foundation, on Sunday will present “Smart Investors Are Better Investors.” In this session Walsh and Gannon will offer their views of the latest investment trends and emerging issues as well as provide updates about valuable resources and tips for smarter investing in the months ahead.
Experts from the financial community will offer their perspectives during a free day of investment education on Saturday, May 21. Bob Pugh, CFA, CFP, the president and founder of Insight Wealth Management of Gainesville, Va., will provide the keynote presentation on Saturday. In his presentation, “Reading the Tea Leaves: Making Sense of Economists, Politicians and the Federal Reserve,” Pugh will discuss valuations in key markets, economic trends and global economic-political concerns, including this year’s presidential election.
He’ll also participate in the panel discussion “Bull or Bear: What’s a Better Investor to Do?” with BetterInvesting CEO Kamie Zaracki and Chris Versace, chief investment officer of the D.C. area’s Tematica Research and author of the new book “Cocktail Investing.”
To learn more about the convention, which will be at the Westfields Marriott Washington Dulles, and link to the registration site, go to its homepage at:
To register for the free public day, go to:
The convention is the premiere education event of BetterInvesting, a nonprofit investment education association. The association's BetterInvesting Volunteer Advisory Board, comprising volunteers who are passionate about the association’s mission, conducts the annual event.