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CFA Lunch with New York Times Bestselling Author

Friday, March 27, 2015   (0 Comments)
Posted by: Amy Spencer
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UACPA members are invited to attend an upcoming lunch presentation with a speaker representing the CFA Institute's global campaign of "Putting Investors First Initiative."

Join the CFA Society Salt Lake on Monday, April 13 for a lunch presentation by Carl Richards, author of The One Page Financial Plan: A Simple Way to Be Smart About Your Money. Richards is the director of education at BAM Advisor Services and is a columnist for the New York Times and Morningstar Advisor. He has conducted research on investor behavior in his first book, The Behavior Gap: Simple Ways to Stop Doing Dumb Things with Money.

This lunch is $25 which includes both lunch and a copy of Richards' new book.
Register before April 6

Date: Monday, April 13
Time: 11:30 a.m. - 1 p.m.
Location: SFEBB, University of Utah
Learn more and buy tickets


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