Monday Money Tip: A range of seminars offering advice on investment

Posted: August 12, 2014

In general, "free lunch" investment presentations can be risky. Many are geared to push products, like annuities, that may not be suitable for retail investors. Here are some alternatives for educating ourselves on investing.

BetterInvesting's Philadelphia chapter is open to the public and free to attend. The next meeting is Sept. 13 at the Montgomery County-Norristown Public Library in Norristown.

The club's purpose is to educate members and invest club assets in common stock for the financial benefit of the partners. Members contribute an amount each month, between $10 and $100, toward the club's assets, which are used to buy stocks for club portfolios.

Register with Gloria Mankonen, director of the Philadelphia Area Chapter of BetterInvesting, at 215-796-1214 or e-mail:

The Pennsylvania Institute of Certified Public Accountants also holds educational seminars open to the public. However, you will need an intermediate level of financial knowledge.

"Determining How Much Money You Need to Retire, and Tax Ideas and Money Management in Retirement" will be presented Sept. 29 at Penn State Great Valley in Malvern. Members of the institute pay $245 and nonmembers $345.

The next program, "Social Security, Medicare, and Prescription Drug Retirement Benefits: What Every Baby Boomer Needs to Know Now," is Nov. 7 at Penn State Great Valley.

For more information, call 215-496-9272 or visit the website

The Pennsylvania Society of Tax and Accounting Professionals is a local member-driven organization geared toward professionals in those fields.

It will hold an estate planning seminar Aug. 27 in Wilkes-Barre at the Woodlands Inn & Resort. For more information, call 800-270-3352 or visit

The Charter Financial Analysts Society of Philadelphia hosts speakers, such as investment strategist Jack Malvey. Hear him Tuesday regarding "The Rising Influence of Smart Data on the Global Financial System," at the Center City Racquet Club of Philadelphia.

Malvey will address factors affecting financial markets: regulation, crop yields, 10,000 American retirees per day, cyber-terrorism, self-driven cars, neural implants, and high-frequency trading.

Society members pay $25 and nonmembers $40. For information, go to



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