Founder's Wisdom

Date: Saturday, June 15 · 9:30 AM - 12:30 PM EDT
Location: Embassy Suites Hotel (Boston/Waltham MA)

Mark Robertson has served as senior contributing editor for Better Investing and has worked with successful investment clubs and individual investors for nearly three decades. He has appeared on major networks and in numerous publications. Most people and average investors are doing it wrong. The core values of the National Association of Investors (NAIC) and American Association of Individual Investors (AAII) are centered on collaboration and education. The wisdom of these visionary organizations often runs contrary to the “harmful noise and misdirection coming from the investment services industry.” What notions can we challenge and better understand? What time-honored lessons offer the potential for better performance?

Gary Mottola is a social psychologist with over 20 years of research experience, much of which has been in the financial services industry. In his role at the FINRA Foundation, he oversees and conducts research projects aimed at better understanding financial capability in America, protecting investors from financial fraud and improving financial disclosure statements. Mottola served as a visiting scholar at Wharton in 2006 and is an adjunct professor of statistics in Villanova University’s economics department. FINRA, the Financial Industry Regulatory Authority, is dedicated to investor protection and market integrity through effective and efficient regulation, complementary compliance and technology-based services. Gary Mottola, will highlight key results from their Investor Education Foundation’s Investor Survey, including investor relationships with investment brokers and advisers, Investors will benefit from his helpful tips and timely takeaways from this study and other recent research.

We recommend advance registration (by 6/13) to assure your place at the seminar seating. There are no refreshments – low price admission.