Money Smart Week

MlogoMoney Smart Week is just around the corner. Are you ready? During April 20-27, organizations around the country will be educating individuals on a variety of personal finance topics. Morningstar has two special events this year which you may want to promote.

The first event will be Wednesday, April 24th at 5:30pm Central. Morningstar’s Christine Benz and Adam Zoll will discuss how to prepare your finances for life events ranging from college planning to saving for retirement. Watch the live stream video or the recording.

In addition to their regular training sessions, they are offering a special Money Smart Week training for Morningstar Investment Research Center users. Login to the webinar and call in to their teleconference on Friday, April 26th at 12pm Central. They’ll focus on navigating the database, using the screening and portfolio analysis tools, and where to find helpful information.

Want to spread the word at your library? Print or post their overview sheet with more detailed information:

And don’t forget to utilize their new Investing for the Long Run book  – A free guide with strategies and solutions to help you shape up your personal finances – to promote Money Smart Week to your community!



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