By Martin Krikorian If you’re over the age of fifty, chances are you have received an invitation in the mail to an investment seminar that includes a “free lunch or dinner”. According to the ...

Then there are those investors who get a glossy postcard in the mail offering a free steak dinner and the chance to meet a savvy financial planner at an “investment seminar.” These free lunch ...

A flyer offered dinner and a seminar at a local restaurant. The speaker, a financial adviser, recommended FIAs to about 20 prospective investors and set up a private meeting later with the Bradys.

Half-truths, distortions and high-pressure tactics are common enough that "investment seminars" this year made the annual list of "Top 10 Traps" compiled by state securities regulators.

2019 Event HighlightsLearn. Invest smarter. We were delighted to host UBS Asset Management's 25th Annual Investment Training Seminar in Chicago, on 4 – 8 November 2019. With investors joining from ...