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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.
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Upcoming Webinar Dates:
Register for a
session now by clicking a date below. Once registered you
will receive an email confirming your registration with
information you need to join the Webinar.
Wed, Nov 11, 2009 10:00 AM - 11:00 AM PST
Thur, Nov 19, 2009 10:00 AM - 11:00 AM PST
Tues, Dec 1, 2009 10:00 AM - 11:00 AM PST
System Requirements:
PC-based attendees
Required: Windows® 2000, XP Home, XP Pro, 2003 Server, Vista
Macintosh®-based attendees
Required: Mac OS® X 10.4 (Tiger®) or newer |
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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.
Ken can be reached by phone at 818.483.0703,
by cell phone at 805.443.1793 or by email at
ken@daat.net.
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