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  Workshop Topics:
Five Steps to a Perfect Portfolio
   
Seven Sins of Mutual Fund Investing
   
Advanced Stock-Picking Techniques: The Fat Pitch
   
5 Steps to Better Stock-Picking
   
The Essentials of Confident Bond Investing
   
The ABCs of College Savings Plan
   
Profiting with Socially Responsible Funds
   
The Busy Woman’s Plan for Successful Investing
   
Smart Ways to Benefit from ETFs
 
 
  First, you really have to understand your current portfolio. Second, you have to address the problems in your portfolio, including the sale of weak investments. Third, you need to reach beyond the familiar stock and fund names. Fourth, you have to stop paying too much in taxes. Finally, you must monitor aggressively.

Simple? Perhaps, but even the best investors miss key points in the five steps. This self-study workshop shows you how to execute each step to perfection.

 
  At the conclusion of the workshop, you'll:
   
• Rebalance your portfolio to better meet your financial objectives.
   
• See how to uncover stock and fund gems others miss.
   
• Discover how to reduce your tax bill.
 
 
Price: $24.95
Applicable state sales tax will apply
 
 
       
 
  Turn your "sinful" collection of mutual funds into a "virtuous" portfolio--one that generates the greatest amount of aftertax, aftercost return for your risk tolerance and goals. This updated workshop will teach you about the new world of fund investing.
 
  By taking this self-study workshop you'll:
   
• See the importance of and learn how to develop a sound investing plan.
   
• Learn how to better assess risk and diversify your portfolio.
   
• Gain from ways to develop a miserly approach to expenses.
   
• Master our new Fiduciary Grade and learn how to recognize truly independent oversight.
   
• Harden your resistance to the siren song of trendy funds.
   
• Improve your ability to uncover tax-efficient funds.
   
• Develop techniques for monitoring and rebalancing your portfolio.
 
 
Price: $24.95
Applicable state sales tax will apply
 
 
       
 
  How to find the best out-of-favor stocks and ride them to great gains.

When the best companies stumble and the market deserts them, opportunity is knocking for savvy investors. And this new workshop will put you in this savvy set. You’ll learn how to spot the best opportunities, overcome the fear of losing money, move contrary to the crowd, and stick with your decision.

 
  Here's what you’ll accomplish by the end of the workshop:
   
• Spot the right time to move contrary to the crowd.
   
• Find companies with wide economic moats. These are the competitive powerhouses in their industries.
   
• Master the concept of Margin of Safety so your investment is never a gamble and you're always protected.
   
• Know the smart move when you can't find a fat pitch stock.
   
• Understand compounding and how it will increase your profits over time.
 
 
Price: $24.95
Applicable state sales tax will apply
 
 
       
     
       
  We’ll show you how to find great stocks using the same
principles employed so successfully by legendary investors
such as Warren Buffett and Peter Lynch.

You’ll learn techniques for getting to know companies inside
and out. You’ll see how to determine which are leaders in
their sectors. You’ll master the concept of “economic moats.”
That is, you’ll learn the four economic advantages to seek in
companies—advantages that go a long way to ensuring
you’re onto a winner. And you’ll get an eye-opening look at
the way companies build—and destroy—shareholder wealth.
 
  When you’ve finished, you’ll:
   
• Understand and use the principles of great investors.
   
• Identify companies with nearly insurmountable economic
advantages.
   
• See how to avoid red flag stocks—companies that could
cost you a fortune.
 
 
Price: $24.95
Applicable state sales tax will apply
Buy now (Includes a 30-day complimentary Morningstar.com Premium Membership)
 
       
     
       
  Do you find bonds something of a mystery? Surveys show
you’re in good company. Even sophisticated stock and equity
fund investors struggle with bonds.

But bonds are excellent for diversifying and adding stability to
your investment mix.
 
  When you finish with this self-study investing workshop,
you’ll have accomplished all this:
   
• Determined if bonds have a place in your portfolio and how
much you should allocate to them.
   
• Nailed down the elusive concepts of rate sensitivity, inverse
price movement, and duration.
   
• Understood bond investing risk—yes, bonds can be risky—
and bond ratings.
   
• Learned how to limit your expenses and significantly improve
your results
   
• Mastered a complete, step-by-step strategy for selecting the
bond fund best for you.
 
 
Price: $24.95
Applicable state sales tax will apply
Buy now (Includes a 30-day complimentary Morningstar.com Premium Membership)
 
       
     
       
  Trying to figure out which is the plan to use to save for your children's or grandchildren's college education? Our workshop spells out the advantages and disadvantages of a dozen different programs. When you complete the workshop, you'll know which are the best choices for you.
 
  The workshop covers all these college savings plans:
   
• Section 529 Savings Plans
   
• Section 529 Prepaid Tuition Programs
   
• Coverdell Education Savings Accounts
   
• Uniform Transfer to Minors Act
   
• Uniform Gifts to Minor Act
   
• Saving in Parents' Names
   
• 2503(c) Minor's Trust
   
• IRA Withdrawal
   
• Savings Bonds
   
• Hope Scholarships
   
• Lifetime Learning Credits
   
• Tuition Tax Deductions
 
 
Price: $24.95
Applicable state sales tax will apply
Buy now (Includes a 30-day complimentary Morningstar.com Premium Membership)
 
       
     
       
 

In your ideal world, would you invest successfully by supporting companies and causes you believe in? You can do it in this world with the help of this workshop.

Hard to believe? Not at all. The truth is many socially responsible funds are profitable. Some have dramatically good returns, in fact. Our workshop shows you how to find the best options and use them to achieve your financial goals.

 
  Here's what you'll do and learn in this workshop:
   
• Evaluate if and what types of socially responsible funds are right for you.
   
• See how to use socially responsible funds in your current portfolio.
   
• Learn how to build a diversified and profitable portfolio composed solely of socially responsible funds.
   
• Use a wide variety of Morningstar.com evaluative tools, including our Premium Fund Screener and Portfolio X-Ray(SM) Overview.
 
 
Price: $24.95
Applicable state sales tax will apply
Buy now (Includes a 30-day complimentary Morningstar.com Premium Membership)
 
       
   
 

You know sharpening your investing skills is important. But who has the time? Now you do with our self-study workshop designed to cover every investing subject important to busy women.

 
  Developed by Morningstar analyst Laura Lutton, herself a very busy person with a career and family, this self-study workshop is designed to give you these benefits:
   
• Guidance on setting attainable financial goals and harnessing the power of asset allocation
   
• Special attention to women's various stages of life, including young and single, married and mothers, and divorced and widowed
   
• Direction on picking stocks and funds that meet your goals and fit the allocations you set
   
• Using Morningstar.com Premium Portfolio X-Ray(R) to fine-tune your portfolio
   
• Education about specialty investments (life insurance, 529s, IRAs, and more) and how they benefit you
   
• Tips and tools for monitoring your portfolio like a pro even if you're strapped for time
   
 
 
Price: $24.95
Applicable state sales tax will apply
Buy now (Includes a 30-day complimentary Morningstar.com Premium Membership)
 
 
       
 
 

How to Decide If ETFs Belong in Your Portfolio
…and Invest in Them If They Do .

Exchange-traded funds, or ETFs, are among today’s hottest investment vehicles. And they made this one of our hottest online seminars. Perhaps you’re curious about them, but don’t feel you know enough to take the plunge. Or perhaps you've jumped in and would like strategies for taking full advantage of ETFs. If either describes you, our new self-study workshop is just what you've been looking for.
 
  In this workshop you'll accomplish all this:
   
• Gain a solid understanding of the ins and outs of ETFs, from inception to present day varieties like iShares, Diamonds, and SPDRs.
   
• Understand the advantages and disadvantages of ETFs vs. managed and index funds.
   
• See how to improve your portfolio with ETFs. Learn the best way to buy ETFs, how to use ETFs as diversifiers, and see how to use cash from your "mad money pot" for wise speculation in ETFs.
 
 
Price: $24.95
Applicable state sales tax will apply
Buy now (Includes a 30-day complimentary Morningstar.com Premium Membership)
 
 
       
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