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Webinar Events

Active vs. Traditional money management - Educate yourself on the difference!

If your portfolio seems more about losing money than making money, it's time to find out how an active management approach can help. Active management's goal is to preserve your profits when the markets turn down and find rising investment opportunities to achieve real growth regardless of the market's direction. Join DAAT Asset Management's Ken Benedict, CFP® for a free webinar event to gain powerful knowledge you need to grow your portfolio in both bull and bear markets!

As 2009 winds down, investors will benefit greatly from seeking advice and guidance from DAAT Asset Management regarding all aspects of their financial circumstances. There are many changes and uncertainties going into 2010 and this is your chance to gain insight into market trends that will put you back on the right path. One important noteworthy opportunity involves the ROTH Conversion IRA. 2010 will be a unique year in which, among many things, there will be no income limitation to take advantage a conversion from your traditional IRA.

This very informative webinar discusses DAAT’s active approach to managing money versus the traditional buy and hold approach.

Contact Ken Benedict at ken@daat.net for upcoming webinar dates and times.

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About the Webinar Presenter:

Ken Benedict, CFP®
Vice President of DAAT Asset Management, Registered
Investment Advisor

Benedict is a key member of DAAT Asset Management, bringing with him more than 15 years of sales, operations and management experience in the financial services industry. He was a highly successful Vice President and Branch Manager at Charles Schwab, overseeing several multi-billion dollar branch locations in Southern California. This is where he gained a passion for helping investors protect and build wealth with objectivity and without the conflict of interest prevalent in the industry. Benedict’s other experience includes serving as the Greater Los Angeles Regional Vice President of one of Southern California’s most successful Investment & Loans. With a degree in finance from California State University Fullerton, Benedict has an in-depth knowledge of the macroeconomic conditions affecting the markets and a strong understanding of corporate valuations.

Benedict's quarterly newsletter can be found on the News and Resources section under "DAAT Asset Management Newsletters". Or, simply click here for the most recent edition.

Ken can be reached by phone at 818.483.0703, by cell phone at 805.443.1793 or by email at ken@daat.net.