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.

   

Program:

  • 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

Time: 6:00-8:00PM

Location: Duane Morris, 30 S. 17th St., 12 Floor, Philadelphia, PA 19103

Cost: $10 members, $20 non-members  

  

Click here to RSVP!!!

 

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 programs@hrcphilly.com

 

Download Waiver  Email Waiver

       

When:

6:00PM - 8:00PM Tue 21 Feb 2023, Eastern timezone

Where:

Duane Morris
30 S. 17th St, 12 Flr
Philadelphia, , PA 19013 USA

[ Get Directions ]

Look Who's Coming:

Xena Wang
Jasmin Sethi
Guest of Jasmin Sethi
Barbara A Simmons
Melanie Sheerr
Mark Greenberg
Christopher Cardinale
... a total of 7 guests.
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