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Kathy Panagopouloskathy.panagopoulos@morningstar.com
Morningstar and Northern Funds to Sponsor Seminar to Help Investors Preserve Wealth

CHICAGO, Sep 23, 2003 – Morningstar, Inc., a leading investment research firm, and Northern Funds, a family of mutual funds managed by Northern Trust, are sponsoring a half-day seminar titled "Preserving Your Wealth in Today's Market." The event will be held from 7:30 a.m. to 11 a.m., Tuesday, Oct. 7, in the Assembly Room at Northern Trust, 50 S. LaSalle Street in Chicago. The cost is $49.95 and includes breakfast. The seminar will cover the following topics:

  • How New Tax Laws Affect You and Your Wealth 
    Led by: Sue Stevens, director of financial planning for Morningstar      
  • The Role of Mutual Funds in Your Wealth Management Plan 
    Led by: Kunal Kapoor, associate director of mutual fund analysis for Morningstar      
  • Current Market Outlook 
    Led by: Orie L. Dudley Jr., chief investment officer for Northern Trust 

To register, investors may call 312-696-6241 or go to: http://www.morningstar.com/goto/liveseminar.html

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For more complete information about Northern Funds, ask your representative for a prospectus, which covers investment policies, risk considerations, charges, and expenses. Please read the prospectus carefully before investing. Northern Funds are distributed by Northern Funds Distributors, LLC, not affiliated with Northern Trust.

 

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