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| Afternoon Sessions: Descriptions |
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| Choose 1 of 4 Afternoon Breakout Sessions |
| Title: |
Description: |
| The Savvy Investor |
The “The Savvy Investor” session will address strategies that move above and beyond the efficient frontier. Mark Cortazzo, CFP®, founder and Senior Partner of MACRO Consulting Group and creator of Flat Fee PortfoliosTM, will discuss ways to diversify your strategies, why the Efficient Markets Hypothesis works, and what to do when it doesn’t. Learn how to address the impact of taxes and fees on your portfolios and how to incorporate low correlation asset classes to reduce portfolio volatility without sacrificing, liquidity, transparency, or expected rate of return. The session is designed for sophisticated investors. Mr. Cortazzo was named “Advisor of the Year for 2010” by Boomer Market Advisor and has been named a top financial advisor by publications such as Worth, Registered Rep and Barron’s. |
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What You Need to
Know to Start a
Home-Based Business |
With unemployment rates high and prospects low, many are taking a serious look at home based businesses. This session will focus on direct sales and multi-level marketing businesses. Specifically how to determine if this type of home based business is for you and what are the tools and traits you will need to be successful. |
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| Banking Relationships in Challenging Times |
In this session, you'll learn how to optimize your chances to obtain bank financing for your business. From Lines of Credit to Equipment Loans to Commercial Mortgages,
you'll learn what to prepare before you meet with a bank, what to present when you meet with the bank, and how to effectively communicate with your banker to your maximize a new or existing banking relationship. |
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| Ask the Biz Brain |
Popular Star-Ledger columnist Karin Price Mueller is back with her panel of financial experts. Bring your questions and let Karin, JFL Consulting President Jerry Lynch, CPA Gail Rosen and Schenck, Price, Smith & King partner Shirley Whitenack answer them! |
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