2025 Investment Seminar Schedule
Join us for breakfast at our 2025 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
Financial Planning or Financial Guessing?
June 3, 2025
Do you find it difficult to get an accurate picture of where you are 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.
Pick Your Peril
July 22, 2025
Managing money is about managing risk. But which risks? We all have a different collection of financial worries, which influences the investments we buy and the insurance we purchase. Attend this seminar to ensure you are taking steps to minimize the risks you’re most concerned about and learn what risks simply can’t be avoided.
Money, Psychology and You
August 5, 2025
Did you know there is an intricate web of factors that influence how people make financial decisions? And that doing well with our money often has less to do with how smart we are and more about how we behave? Attend this seminar where we will explore some psychological traps that may be preventing us from becoming successful, long-term investors.