WeChat Share

Details

NECINA Wealth Management SIG Seminar

Managing Wealth, Family, and Business in Today's Environment

 

 

Date and time: Thursday, July 19th, 2012, 6:00 PM  - 9:00 PM

Venue: IBM Innovation Center, 404 Wyman Street, Waltham, MA 02454

Cost: Free for members. Non-member: Free if registered by July 12th; otherwise $15

 

 

 

Overview

The challenges faced by entrepreneurs, business owners, and executives in navigating today's macroeconomic climate have never been more difficult, and can be overwhelming given the growing interdependence within the global economy. This discussion will focus on successful strategies for managing personal wealth through this environment, with the understanding that most attendees are taking most of their risk in their careers. Hence, it is critical to manage personal portfolios with an eye on risk management and "risk adjusted" returns.This will be an open, interactive discussion that is designed to introduce some of these issues, and we will seek to go into greater depth in future sessions.


Speaker

Joseph M. Phillips, CFP
Senior Vice President - Wealth Management

Portfolio Manager The Walden Pond Group
Morgan Stanley Smith Barney LLC 

 

Event Contact
Jade Han (jade.han@NECINA.org)

Ning Ke (ning.ke@NECINA.org)

Registration

Type Sales End Price Quantity

2012 NECINA Member

2012-07-19 18:00 $0

Non-member

2012-07-19 18:00 $15

Non-member (Early Bird promo)

2012-07-12 23:50 $0

Contact Us

Your Name: *
Your Email: *
Cell phone:
Subject: *
Message: *
Organizer:

NECINA

View other events by the organizer

This event is organized by the following group(s):

NECINA Member

Member:1118

Date Time

2012-07-19 18:00 - Start

2012-07-19 21:00 - End

Ended
Address
  • IBM Innovation Center, 404 Wyman Street , WALTHAM  MA  02454

Event Contact

Jade Han (jade.han@NECINA.org)
Ning Ke (ning.ke@NECINA.org)