BRASS Conference Program Planning Committee: BRASS 2013 Program

Investment Success!
Building & Managing Your Retirement Portfolio


Monday, July 1, 2013

8:30-10:00 AM

Good personal investment education is important for librarians and library staff. We are an occupational group that is rarely able to access top financial advice. In this program, investment professionals will demystify the process and help us understand essential principles and how to apply them to make better decisions to meet our retirement goals. The presentation will include a discussion of the common mistakes investors make, why we make them, and how to avoid them.


Charles Rotblut, CFA, Vice President, American Association of Individual Investors (AAII)

Charles Rotblut is a vice president of the American Association of Individual Investors and is the editor of the AAII Journal. He authors the weekly AAII Investor Update e-newsletter and his commentary is published on both Seeking Alpha and

Christine Benz, Director of Personal Finance, Morningstar, Inc.

Christine Benz is director of personal finance for Morningstar and author of 30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances, published by John Wiley and Sons in January 2009. She is also editor of Morningstar Personal Finance, a monthly personal finance newsletter and writes a column on

Peter McKay, 2012-2013 Chair