2023 Investment Seminar Schedule

Join us for breakfast at our 2023 investment seminars.

You and a guest may attend any or all of our upcoming seminars, but seating is limited.  A reservation is required.  To secure your place at these informative sessions, call Steve Benjamin at 612-359-2554 or send an email to spb@sitinvest.com.

7:30 a.m. – 8:30 a.m., Edina Country Club, 5100 Wooddale Avenue, Edina, MN

Money, Investing and
the Pursuit of Happiness

June 6, 2023

Many people believe that the more money they have, the happier they will be.  But is that really true?  Do people ever reach a “happiness plateau”?  Do other things contribute to one’s happiness and if so, why are they often neglected?  Attend this seminar where we will explore the surprising links between money, investing and happiness.

Essential Terms, Documents and Laws to Know for Those Age 50 and Older

July 25, 2023

Do you know the difference between an executor and a power of attorney?  What about a trust vs. a will?  And what’s up with these new IRA beneficiary rules?  Attend this seminar to review some important terms, documents and laws to ensure that your financial desires are – and will remain – in good shape as you age.

Financial Psychology 101

August 29, 2023

Financial psychology is the study of why we do what we do with our money.  It’s a broad field that encompasses cognitive, social, emotional, and cultural factors that come into play whenever we make financial decisions.  Attend this seminar to learn how these factors influence financial decision-making and how by making a few small changes, you can strengthen your financial picture for the long haul.