Thursday, September 7, 2006
Free Investor Education Seminars Sponsored by DFI and the Seattle Public Library
Investor Education @ your libraryŽ National Program Comes to Seattle Saturday, October 7
The Washington State Department of Financial Institutions and the Seattle Public Library are partnering to present two, free investor education seminars in Seattle on Saturday, October 7 at the Central Public Library. The workshops provide independent, objective information to help consumers make informed investment decisions. The Library's staff, DFI and Investor Protection Trust representatives, and seminar speaker Karen Thomas, a representative of the non-profit Evelyn Brust Foundation, will make presentations.
Consumers can register for one of two 75-minute presentations on Saturday, October 7.
- Morning Workshop: 10:30 a.m. (registration begins at 10:00 a.m.)
- Afternoon Workshop: 3:00 p.m. (registration begins at 2:30 p.m.)
- Seattle Public Library - Central Library, Microsoft Auditorium
1000 Fourth Ave.
Seattle, WA 98104
What does the workshop cover?
Attendees will receive a packet of materials at the event developed by the Investor Protection Trust, Kiplinger Washington Editors, and the American Library Association. The seminar will cover the following topics:
- financial risk tolerance
- the seminar’s six systematic steps
- setting goals, asset allocation
- understanding the downside of risk
- improving after-tax returns
- using investment vehicles
- monitoring investments
Following each seminar, a limited number of pre-registered attendees will have an opportunity to receive an objective, non-commercial, one-on-one counseling session from a certified investment advisor. (NOTE: Counseling space is limited to 25 pre-registered consumers per seminar) Those interested in working with a counselor will receive a registration packet by mail containing a personal balance sheet to complete ahead of time and a list of documents that will be needed for the session.
How do I register?
Registration to attend the morning or afternoon workshop and the optional one-on-one counseling is required. To register, consumers should complete the registration form on DFI's website or call 1-877-746-4334. Seminar attendance is limited to 60 consumers per seminar.
About the Investor Education @ your libraryŽ
The Seattle workshop is part of a national public education campaign to help individuals make informed investment decisions. Twenty library systems around the country have been selected to offer a free seminar. The seminar has been developed and will be conducted by the Evelyn Brust Foundation.
Investor Education @ your libraryŽ, sponsored by the American Library Association (ALA) the Investor Protection Trust (IPT), is being administered by the Reference and User Services Association (RUSA), a division of the American Library Association. The initiative is part of ALA’s Campaign for America’s Libraries, a multi-year public awareness and advocacy effort that showcases libraries as places of opportunity — where information is affordable, available and accessible to all people. The seminar was developed and will be presented by a representative of the Evelyn Brust Financial Research and Education Foundation.
Participating libraries receive a bibliography, promotional materials, and a DVD set of IPT’s national “MoneyTrack” series, a new public television series devoted to helping consumers learn to invest successfully and get control of their personal finances. These resources will be used to enhance the library’s investor education collection.Washington State Department of Financial Institutions
www.dfi.wa.gov • (360) 902-8700 • (877) 746-4334
The Washington State Department of Financial Institutions regulates a variety of financial service providers such as banks, credit unions, mortgage brokers, consumer loan companies, payday lenders, and securities brokers and dealers. The department has won numerous awards for its financial literacy and outreach programs developed to protect consumers from financial fraud.
American Library Association (www.ala.org) is the “voice of America’s libraries and the millions of people who depend on them.” The largest library association in the world, the ALA has 66,000 members who are primarily librarians, but also trustees, publishers and others who support the work of the association. The mission of the ALA is to provide leadership for the development, promotion and improvement of library and information services and the profession of librarianship in order to enhance learning and ensure access to information for all.
Investor Protection Trust (www.investorprotection.org)is a nonprofit organization devoted to investor education. Over half of all Americans are now invested in the securities markets, making investor education and protection vitally important. Since 1993 the Investor Protection Trust has worked with the States and at the national level to provide the independent, objective investor education needed by all Americans to make informed investment decisions. The Investor Protection Trust strives to keep all Americans on the right money track.
Evelyn Brust Financial Research and Education Foundation
(www.evelynbrustfoundation.org) is a 501(C) 3 charitable organization established to educate the public about investing wisely and to raise the level of education available to those who serve the public. It forms partnerships with like-minded organizations to provide noncommercial investment education opportunities, and encourages investment research through academic honorariums and awards.
Kiplinger Washington Editors Inc. founded in 1920 by W.M. Kiplinger, developed one of the nation's first successful newsletters in modern times. The Kiplinger Letter, launched in 1923, remains the longest continually published newsletter in the United States. In 1947, Kiplinger's created the nation's first personal finance magazine. Located in the heart of our nation's capital, the Kiplinger editors remain dedicated to delivering sound, unbiased advice for your family and your business in clear, concise language.
Scott Kinney, Director of Communications
PH 360.902.0517 email@example.com