Seminar 1A
Understanding Mutual Funds
Don Phillips, CEO Morningstar, Inc.

This seminar, conducted by the leader of the charge for the fundamental analysis of mutual funds, will explain some of the differences between small-, mid-size and large-cap funds. Investors wishing to understand more about the pros and cons of various types of funds will undoubtedly find much useful information in this talk. Mr. Phillips heads the company that is the leading, independent financial publisher of complete and unbiased mutual fund and stock information for professional and individual investors.
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Seminar 1B
Finance Fundamentals
Michelle Singletary, Washington Post Columnist

Those just getting started in developing a personal finance plan will be interested to hear Ms. Singletary lay out the basics for financial health. Covering such basic planning needs as developing the right strategy, insurance, family, housing and retirement, this seminar will provide an overview to the issues that need to be considered as a first step towards personal financial health. Ms. Singletary writes "The Color of Money," which appears in Sunday's Business section.
Suggested reading

Seminar 1C
Retirement Workshop: Do You Have What It Takes
Deborah Owens, Financial Advisor

Americans are living longer and better and enjoying more active and expensive retirements. Will you have what you need to live comfortably? This hands-on workshop, conducted by the President of Moneyworks, will guide you through a workshop that will allow you to take an inventory of what you will have and how much you will need. Participants will be sent a worksheet to complete (for their use only) in order to fully participate in the seminar. Ms. Owens will explain the need for establishing a retirement savings goal, help determine how much you need to save, explain how to develop a retirement investment strategy and implement a plan of action.
Suggested reading

Seminar 2A
Five Principles for A Mutual Fund Portfolio
John C. Bogle, Senior Chairman, The Vanguard Group

Praising simplicity as a cornerstone of a sound investment strategy, Mr. Bogle will share the basic principles of his philosophy about investing in funds. Examining costs, the need to look at balanced funds, investing for the long run and other factors that may be considered when decided what funds to buy, Mr. Bogle brings his considerable experience as founder of The Vanguard Group, one of the two largest mutual fund companies in the world. This seminar offers a great opportunity to hear the thoughts of one of the financial giants of our time.
Suggested reading

Seminar 2B
Teaching Kids Finance and Financing Your Kids
Nancy Lloyd, Money-Consumer Correspondent, ABC News

How young is too young to learn about money? Parents face not only the challenge of financing their children's college education but also the responsibility of teaching them how to manage money. Ms. Lloyd writes extensively on financial subjects and will explore ways in which to educate your kids while devising a plan for paying for their education.
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Seminar 2C
Using the Internet as a Personal Finance Resource
Leslie Walker, Washington Post columnist

Everyone is talking about the money management sites online. Where are they and how can you benefit from using them? Leslie Walker, Internet guru and Post columnist, takes you on a cyber tour of Internet sites. She will explain how to monitor your portfolio online, check your favorite stocks and funds, calculate your mortgage; education or retirement needs and generally stay abreast of the dynamic financial issues in the market today.
Suggested reading

Keynote Address
The Underrated Dow
James K. Glassman, Washington Post columnist

With the recent market volatility, many feel we may be entering a bear market. James K. Glassman, Washington Host, talk show pundit and fellow of The American Enterprise Institute, has a different view. The keynote speech will address why the Dow may be underrated and why we may in fact see it rise to quadruple its 1998 high of over 9,000 points.
Suggested reading

Seminar 3A
Stock Market Investing with The Motley Fool
David and Tom Gardner, The Motley Fool Co-Founders

www.fool.com is a most popular site for financial advice and entertainment. Authors and co-founders of the site, David and Tom Gardner share their investment philosophy on why they prefer stocks to funds, when stock buying makes sense and how to learn what companies might be a good pick for you. Their wit and talent make them a very popular choice on the radio, online, in print and certainly in person.
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Seminar 3B
Safeguarding Your Future; Wills and Estate Planning
Lynn Pearle, Esquire, Arent Fox

Acquiring wealth is only half the battle, learning how to prepare your estate for your heirs is an area often overlooked. Bringing her years of experience as an attorney in the field of estate planning, Ms. Pearle will talk about how you can avoid tax pitfalls, and ensure your wishes for your estate are followed.
Suggested reading

Seminar 3C
Investment Strategy for A Volatile Market
Jim Cramer, TheStreet.com

Bull market or bear? The current situation is still evolving and the only known fact is that we are experiencing a volatile climate. How to invest and feel confident is a challenge to all individual investors today. Energetic, controversial and a financial visionary, Jim Cramer will share some of the strategies he employs in his firm Cramer, Berkowitz & Co. where he manages $350 million in assets. His online financial publication, TheStreet.com has become a popular site and his advice and forecasts are sought out on television, print and online.
Suggested reading