2025 Investor Education Training



Stay ahead of the curve to impact and empower investors! Join us NASAA’s 2025 Investor Education Training in Pittsburgh, Pa. This year’s event, being held on February 3-6, will delve into trends and challenges facing today’s Investor Education Coordinators. Travel days for the training are Monday, February 3 and Thursday, February 6, 2025.

  • Learn practical skills, like planning outreach events, delivering engaging presentations and using Canva, a powerful design tool.
  • Gain knowledge about key issues, including how social media is impacting people’s investment decisions.
  • Hear from experts who will discuss how fraudsters are using old and new scams to target investors across North America.
  • Get key insights from college students about investing in the digital age through a series of special film screenings.


Attending in-person is recommended. This dynamic training provides unique opportunities to network and collaborate with Investor Education professionals from across North America. These valuable connections can last a lifetime. See you there!

The agenda for the training will be posted at a later date.


View the Agenda

Click Here to Attend Virtually

Click Here for Reimbursement Information

 

NASAA Members Only:

  • If NASAA is funding your trip, enter the appropriate Promotional Code at checkout:
  • If you are using a voucher: 2025Voucher
  • If you are a speaker: 2025Speaker
  • If you are committee funded: 2025Comm
  • Then click "Apply."


Hotel Information:

  • Hotel and Registration Deadline: January 17, 2025
  • Omni William Penn Hotel
  • 530 William Penn Place| Pittsburgh, PA
  • For reservations call: (412) 281-7100 or reserve your room online.
  • The NASAA room rate of $189 plus taxes is available until January 17, 2025
 
When
2/3/2025 - 2/6/2025
Where
Omni William Penn Hotel 530 William Penn Place Pittsburgh, PA 15219

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Program


Tuesday, 04 February 2025

Description
Film Screening: This is Not Financial Advice
We also have an optional field trip to the University of Pittsburgh for a Film Screening at the end of the first day. This is located about an 11 minute Uber or Lyft ride from the hotel where the conference is being held. About The Film: Glauber Contessoto gambles his life savings on a joke cryptocurrency. Two months later, he becomes “The Dogecoin Millionaire” and a hero to his growing YouTube following. It’s easy to get rich online. But as Pro will soon discover, it’s even easier to lose it all. Amateur investors like Pro must navigate a landscape that’s rife with scams, bad advice, and a fear of missing out. THIS IS NOT FINANCIAL ADVICE exposes the startling risks and rewards of today’s market through expert commentary and the anxiety-inducing stories of real people trying to make millions. Featuring expert commentary from Josh Brown, Morgan Housel, Genevieve Roch-Decter, Graham Stephan, The Fat Jewish, Lauren Simmons, Meet Kevin, Andrew Jikh, Brian Hanly, Patrick McGinnis, Chris Camillo, Timothy Fong, Tejas Hullur, and more.
Category
Program Option
2/4/2025