2024 Investment Seminar Schedule
Join us for breakfast at our 2024 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.
Breakfast
7:30 a.m. – 8:30 a.m., Edina Country Club, 5100 Wooddale Avenue, Edina, MN
Investing is Simple, But Not Easy
June 4, 2024
Warren Buffet once said “Investing is simple, but not easy.” Would you agree? Although the basic logic of investing is pretty straightforward, our emotions, the media and many other things can trip us up. At this seminar, we’ll review some larger ideas about investing that can help us think more clearly about our financial goals, investments and behavior.
Don’t Fail at Retirement!
July 23, 2024
Sometimes, the transition from working full-time to retirement is not as easy as it looks. When you have a job, your daily calendar is full, and you know what you’re expected to do. But when your calendar is suddenly free for the next 20-30 years, it’s up to you to figure out how to spend your days. Attend this seminar to learn some ways to create an intentional, personalized and financially strong retirement.
Financial Planning or Financial Guessing?
August 27, 2024
Do you find it difficult to get an accurate picture of where you are at financially? Creating a secure and financially organized life can feel like a daunting task, but it doesn’t have to be. Attend this seminar to learn some simple ways to start planning – financially and otherwise – for what you truly want out of life.