Morningstar to Set Sail on Second Annual Caribbean Practice Management Seminar For Advisors Nov. 3 - 10

Apr 24, 2001, 01:00 ET from Morningstar, Inc.

    CHICAGO, April 24 /PRNewswire Interactive News Release/ -- Morningstar,
 Inc., a leading provider of investment information and analytical tools, plans
 to set sail in the Caribbean on its second annual Practice Management Seminar
 for financial advisors, Nov. 3 - 10.
     "We have designed a unique excursion that combines seminars-at-sea on
 practice management with plentiful opportunities to enjoy the Caribbean," said
 Don Phillips, managing director of Morningstar and host of this year's cruise.
 "Our goal is to provide planners with resources that help them manage their
 practices more effectively.  We designed the cruise itinerary to include
 informative discussions about industry trends and technology with some of the
 most influential names in the planning industry."
     The cruise will depart from Ft. Lauderdale, Fla. on Nov. 3, and will
 continue to Half Moon Bay, Bahamas; San Juan, Puerto Rico; St. John and St.
 Thomas, U.S. Virgin Islands; and Nassau, Bahamas.  In addition to Don
 Phillips, the program will feature thought-provoking presentations from
 experts including Harold Evensky, principal of Evensky, Brown and Katz; Deena
 Katz, partner of Evensky, Brown and Katz; Bob Veres, editorial consultant for
 MorningstarAdvisor.com; Paul Fox, vice president of Morningstar's Advisor
 Business Unit; and Jon Horvath, senior educational consultant for
 Morningstar's educational products group.
 
     The seminar contains many timely topics, including:
 
     -- Utilizing wealth management
     -- Investing in the 21st century
     -- Planning concepts including issues related to goals and constraints, as
        well as portfolio tax management
     -- Common problems in today's portfolios
     -- Assessing client risk
     -- Getting and keeping good staff
     -- An inside look at Morningstar's Web-based tools for advisors
     -- The investment /portfolio building toolkit of the future
 
     The 10-day itinerary offers networking opportunities and the ability to
 earn continuing education credits.  Advisors may attend a power breakfast with
 Don Phillips to discuss the state of the advisory industry, a golf outing with
 Paul Fox at Mahogany Run, one of the most highly photographed courses in the
 Caribbean, daily networking get-togethers, and a closing reception.
     Advance registration is required and attendance is limited.  To make cabin
 and seminar reservations, advisors may call 1-877-433-8833, or visit
 http://www.MorningstarAdvisor.com .
     The seminar registration fee is $399 per person and cabins range from
 $2,303 to $3,895 per couple.
 
     About Morningstar
     Chicago-based Morningstar, Inc. is a leading, independent provider of
 investment information and analytical tools.  Morningstar supplies a variety
 of products and services to professional investment advisors, including
 Morningstar(R) Principia(R)Pro investment management software, Morningstar
 Mutual Funds(TM), the annual Morningstar Investment Conference, and the
 Morningstar Professional Education Series.
     Morningstar's Web site for advisors, www.MorningstarAdvisor.com(SM),
 offers Morningstar Reports on more than 24,000 stocks, mutual funds, exchange-
 traded funds, and variable/annuity subaccounts.  MorningstarAdvisor.com's Due
 Diligence Center helps advisors streamline the process of comparing due
 diligence information from different mutual fund families by establishing an
 industry-standard format and a database of Due Diligence Questionnaires (DDQs)
 on individual investments from a growing list of institutions.
 
                     MAKE YOUR OPINION COUNT -  Click Here
                http://tbutton.prnewswire.com/prn/11690X13392224
 
 

SOURCE Morningstar, Inc.
    CHICAGO, April 24 /PRNewswire Interactive News Release/ -- Morningstar,
 Inc., a leading provider of investment information and analytical tools, plans
 to set sail in the Caribbean on its second annual Practice Management Seminar
 for financial advisors, Nov. 3 - 10.
     "We have designed a unique excursion that combines seminars-at-sea on
 practice management with plentiful opportunities to enjoy the Caribbean," said
 Don Phillips, managing director of Morningstar and host of this year's cruise.
 "Our goal is to provide planners with resources that help them manage their
 practices more effectively.  We designed the cruise itinerary to include
 informative discussions about industry trends and technology with some of the
 most influential names in the planning industry."
     The cruise will depart from Ft. Lauderdale, Fla. on Nov. 3, and will
 continue to Half Moon Bay, Bahamas; San Juan, Puerto Rico; St. John and St.
 Thomas, U.S. Virgin Islands; and Nassau, Bahamas.  In addition to Don
 Phillips, the program will feature thought-provoking presentations from
 experts including Harold Evensky, principal of Evensky, Brown and Katz; Deena
 Katz, partner of Evensky, Brown and Katz; Bob Veres, editorial consultant for
 MorningstarAdvisor.com; Paul Fox, vice president of Morningstar's Advisor
 Business Unit; and Jon Horvath, senior educational consultant for
 Morningstar's educational products group.
 
     The seminar contains many timely topics, including:
 
     -- Utilizing wealth management
     -- Investing in the 21st century
     -- Planning concepts including issues related to goals and constraints, as
        well as portfolio tax management
     -- Common problems in today's portfolios
     -- Assessing client risk
     -- Getting and keeping good staff
     -- An inside look at Morningstar's Web-based tools for advisors
     -- The investment /portfolio building toolkit of the future
 
     The 10-day itinerary offers networking opportunities and the ability to
 earn continuing education credits.  Advisors may attend a power breakfast with
 Don Phillips to discuss the state of the advisory industry, a golf outing with
 Paul Fox at Mahogany Run, one of the most highly photographed courses in the
 Caribbean, daily networking get-togethers, and a closing reception.
     Advance registration is required and attendance is limited.  To make cabin
 and seminar reservations, advisors may call 1-877-433-8833, or visit
 http://www.MorningstarAdvisor.com .
     The seminar registration fee is $399 per person and cabins range from
 $2,303 to $3,895 per couple.
 
     About Morningstar
     Chicago-based Morningstar, Inc. is a leading, independent provider of
 investment information and analytical tools.  Morningstar supplies a variety
 of products and services to professional investment advisors, including
 Morningstar(R) Principia(R)Pro investment management software, Morningstar
 Mutual Funds(TM), the annual Morningstar Investment Conference, and the
 Morningstar Professional Education Series.
     Morningstar's Web site for advisors, www.MorningstarAdvisor.com(SM),
 offers Morningstar Reports on more than 24,000 stocks, mutual funds, exchange-
 traded funds, and variable/annuity subaccounts.  MorningstarAdvisor.com's Due
 Diligence Center helps advisors streamline the process of comparing due
 diligence information from different mutual fund families by establishing an
 industry-standard format and a database of Due Diligence Questionnaires (DDQs)
 on individual investments from a growing list of institutions.
 
                     MAKE YOUR OPINION COUNT -  Click Here
                http://tbutton.prnewswire.com/prn/11690X13392224
 
 SOURCE  Morningstar, Inc.

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