Advisor Software and Advisor Partners cordially invite you to a Breakfast Seminar:
Challenging the Traditional Advice Model,
from Theory to Practice
Goal-Based v. Cash-Flow Advising
Kent Smetters, The Boettner Chair Professor, The Wharton School, University of Pennsylvania
Andrew Rudd, CEO of Advisor Software, Inc./goalgami.com
Please join us to discuss these trends and the latest thinking in the retail investment industry:
- Traditional Investment Advice and Goal-Based Advice Viewpoints, Defined
- Why retail investors were unprepared for 2008
- Integrating the financial plan with the investment plan
- Implications for the wealth management industry
| When: |
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Wednesday, May 19, 2010
8:30am-10:30am
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| Where: |
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Marriott Marquis
1535 Broadway
New York, New York 10036
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No charge, continental breakfast provided.
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| RSVP: |
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nyseminar@advisorsoftware.com
or contact Daron Smith: 925-444-1334
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