Take a Business Break:10 Investment Lies and what you should really do (ZOOM)

Please register in advance for this program.  Click on Join Event to register.

After registering, you will receive a confirmation email containing information about joining the meeting. If you do not see it in your inbox, please check your spam/junk email folder. A reminder will be sent prior to the program.

Description:  Mr. Mendlowitz will discuss 10 investment lies, including

1. Asset allocation (including rainy day funds)
2. Rebalancing
3. Beating the stock market
4. Managed investment accounts
5. Bond funds
6. Variable annuities
7. Fiduciary rules and broker and bank branded mutual funds
8. Getting your Social Security early
9. Buying gold and bit coins as a hedge against inflation
10. Bank CDs that automatically renew

Presenter:  Edward Mendlowitz, CPA, is emeritus partner at WithumSmith+Brown, PC and is one of Accounting Today’s 100 Most Influential People. Ed has written 30 books, over 1500 articles and blogs and presented over 350 speeches to accountants and general audiences. He is a licensed certified public accountant and is accredited by the American Institute of Certified Public Accountants (AICPA) in business valuation and as a personal financial specialist (PFS). He teaches courses on financial analysis and managerial accounting at FDU and Baruch College.

This event will be held on the Zoom platform.  Please make sure you have the application installed on your computer, iOS, or Android device.

This event is not recorded. All attendees who register with an email address will receive a digital copy of Ed's presentation/handout.