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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





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.


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)


Type Sales End Price Quantity

2012 NECINA Member

2012-07-19 18:00 $0


2012-07-19 18:00 $15

Non-member (Early Bird promo)

2012-07-12 23:50 $0

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Date Time

2012-07-19 18:00 - Start

2012-07-19 21:00 - End

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

Event Contact

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