In addition to running Banyan, for more than 23 years Gary L. Watkins has taught Georgia CPAs how to be more intelligent investors in the following self-titled workshop.

How to Be a More Intelligent Investor

Successful investing is a substantial undertaking and the amount of information that must be reviewed and evaluated can be daunting. Gain valuable insights into roles of investment professionals, best sources for information, which investors are successful, fixed-income investing, mutual fund tax strategies, and tracking of performance.

Following the full-day workshop, you will better understand how to:

  • Examine the distinctions between the roles of stockbrokers, financial planners, and investment counselors
  • Interact more effectively with your investment professional
  • Decide which newspapers, magazines, newsletters & research reports are best to read
  • Demystify the stock market
  • Identify the most successful investors in America
  • Recognize the key issues in fixed-income investing
  • Structure a tax-wise mutual fund portfolio
  • Discover the best sources of information about mutual funds
  • Calculate the performance of an investment account

You need not be a CPA to attend the workshop. To register or for the latest details and availability, please visit the website for the Georgia Society of CPAs or contact Banyan.

  • Individuals who cannot master their emotions are ill-suited to profit from the investment process.

    — Benjamin Graham