Investment Literacy: Filtering the Noise
to Become Better Investors
Join us for a panel discussion on investment literacy with Scott Puritz, Managing Director of Rebalance, and Jeff Weiand, CEO of RTD Financial. The panel will be moderated by Jasmin Sethi, CEO of Sethi Clarity Advisers.
About The Panelists:
Scott Puritz is a managing director at Rebalance IRA and a member of the firm’s investment committee. He holds an M.B.A. from the Harvard Business School and is a nationally recognized retirement investing expert, with references in the New York Times, CBS and USA Today.
Jeff Weiand is CEO of RTD Financial Advisors. He is a Certified Financial Planner practitioner which he earned in 1989. Mr. Weiand also earned the Accredited Investment Fiduciary professional designation, awarded by the Center for Fiduciary Studies. A graduate of Rutgers College in New Brunswick, NJ, he earned his Bachelor of Arts degree in Economics with a concentration in Finance.
- 6:00 - Opening Reception
- 6:30 - Panel Discussion
- 7:30 - Closing Reception
- 8:00 - Conclude
There will be beer, wine, and light snacks
Date: Tuesday, February 21, 2023
Location: Duane Morris, 30 S. 17th St., 12 Floor, Philadelphia, PA 19103
Cost: $10 members, $20 non-members
Advanced registration and Covid waiver required for front desk in lobby.
To expedite check-in, please download the waiver (below), then bring a completed copy or email a picture to email@example.com
6:00PM - 8:00PM Tue 21 Feb 2023, Eastern timezone
30 S. 17th St, 12 Flr
Philadelphia, , PA 19013 USA
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Look Who's Coming: