Wiser Seminars & Workshops

Wiser Wealth has made the materials and some additional information available to you from the workshop or seminar you attended. Please be advised that the information below is intended for those who were present at the workshop as most of the information below are talking points.

Coming Soon:

Amsterdam ETF Conference April  12th – 13th 2010

• January 2010 – ASA Pilot and Flight Attendent Workshop
  • In this three hour 401k workshop designed specificially for ASA pilots and flight attendents, Casey Smith walks the group through the steps to build an investment portfolio. Terms such as standard deviation, alpha and sharp ratio are explained. At the conclusion of this event, each participant will be able to master the ASA JPM 401k plan.
    • Power Point Presentation
      • Research: Large Cap Mid Cap Small Cap International Bonds Skywest
    • See Pilot Retirement calculator below (2009)
• January 2010 – Boca Raton, FL – Inside ETFs Conference
  • Casey Smith presented on a panel discussing how Wiser Wealth uses ETFs and how we explain the ETF concept to our clients
    • Presentation
• February 2009 – Singapore – ETF Conference
  • Casey Smith and Kyle Waller presented the following topics at the Singapore ETF Conference in February 2009
    • Introduction to Exchange Traded Funds, February 23, 2009
    • ETF vs. ETN, February 24, 2009
• January 2009 – Atlantic Southeast Airlines – ALPA – JP Morgan 401(K) plan workshop.
  • This workshop was  for the Pilots of ASA Delta Connection. There was no old “bait and switch” here, we rolled our selves back and focused on how to select the best mutual funds in the plan.
    • Power Point Presentation (see 2010 Presentation)
    • ASA Pilot Retirement Calculator