Client Appreciation Dinner 2011

Client Appreciation Dinner 2011 1

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Wednesday, October 12th, Financial Celebrations held its annual client appreciation dinner. This year’s dinner featured keynote speaker John Saxton from Invesco Funds as well as an investment panel that included representatives of John Hancock Funds, Fidelity Funds and Calamos Funds. John Saxton, known for his understanding of economic data shared some of his thoughts on what he felt were the most important economic data to follow right now. He also discussed the media’s approach to the European economic situation and the impact it had on investors. David Plotkin, John Hancock Funds, discussed the effects of emotions on investment decisions. David gave the audience several demonstrations and real life examples of how emotions influence people into making poor investing decisions. The event included a panel discussion which included questions on the economy, the European debt situation, and where their firms are currently investing. The panel was made up of John Saxton (Invesco), David Plotkin (John Hancock Funds), Melissa Ahern (Calamos Funds) and Josh Lutzker (Fidelity Funds). Financial Celebrations, Invesco, John Hancock, Calamos, Fidelity and NPC are separate and unrelated companies.