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Old 06-04-2009, 07:42 PM   #21
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bbbamI's Avatar
Join Date: Dec 2006
Location: Dallas 'burb
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Originally Posted by FinanceDude View Post
Just print off the latest guidelines from FINRA about what can and CAN NOT be said at dinner seminars. Refer to the guidelines frequently

Ask HOW they are compensated OVER and OVER again, then act surprised and confused when they try to explain it.

Bring enough storage containers and fill them up with desserts for use later.

Ask LOUDLY whether your attorney AND CPA can attend the followup meeting, as those folks are your CLOSE trusted advisors.

During the presentation, I would smile and nod, then at the end of the seminar, I would look them right in the eye and say "Que?"

There's no need to complicate, our time is short..
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Old 06-04-2009, 08:51 PM   #22
Give me a museum and I'll fill it. (Picasso)
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Join Date: Mar 2005
Location: Chicago
Posts: 10,055
Recently attended a free Schwab "Active Investor" seminar at the Marriott in downtown Chicago. Ran for 7 hours on a Saturday. Your selection of any three of seven presentations plus a keynote speaker (one of the CNBC guys) at lunch. Breakfast, nice lunch and nice hors d'oevres + wine/cocktails at the end. No selling as eveyone was already a Schwab account holder. Just some info/training on tools available on their new site and one session on statistical analysis and another on an interesting options strategy. I thought it was a worthwhile day. They even picked up the $35 parking charge.

No clue why I was invited. I'm hardly an "active investor" usually making no more than three or four dozen trades a year.

"I wasn't born blue blood. I was born blue-collar." John Wort Hannam
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