2020 Investment Seminar Schedule

Join us for breakfast or lunch at our 2020 investment seminars.  All seminars will be available at both the locations provided below.

You and a guest may attend any or all of our upcoming seminars, but seating is very limited.  A reservation is required.  To secure your place at these informative sessions, call Steve Benjamin at 612-359-2554 or send an email to spb@sitinvest.com.

Breakfast
7:30 a.m. – 8:30 a.m., Edina Country Club, 5100 Wooddale Avenue, Edina, MN

Lunch
Noon – 1:00 p.m., IDS Tower 3rd Floor Conference Room, 80 S. 8th Street, Minneapolis, MN

Risk Literacy and Investment Decisions

February 25, 2020

How well do you understand the odds when you take risks?  The concept of “risk literacy” — the ability to evaluate and understand probabilities so that good decisions can be made — is not new and is important when making investment decisions.  At this seminar, you’ll learn about the risk-response cycle, the psychology of risk-taking and how to improve your risk literacy to strengthen your financial picture.

Money Beliefs and Financial Behaviors

March 31, 2020

In the same way a script guides an actor in a play, a money script guides an individual’s financial decisions.  Often formed early in life, these scripts lead to different beliefs about money and strongly influence saving, spending and borrowing habits.  At this seminar, you’ll learn about common money scripts, understand why they can be difficult to change and examine your investment goals from a fresh perspective.

Is 70 the New 60?
Understanding the Longevity Revolution

April 28, 2020

With Americans living longer than ever before, the workplace, relationships and medical care are gradually being transformed.  How will longer life expectancies impact you and your loved ones?  At this seminar, we’ll explore the benefits and challenges of increased longevity, its impact upon communities and some steps you can take to strengthen your investment portfolio for the long haul.