NECINA Wealth Management SIG Seminar (07/19/2012)

Date/Time: Thursday, July 19th, 2012, 6:00 PM-9:00 PM
Location: IBM Innovation Center, 404 Wyman Street, Waltham, MA 02454
Cost: Free for members. Non-member: Free if registered by July 12th; Otherwise $15

Online Registration:

http://wealthmanagement2012.eventdove.com

Event Contact: Jade Han([email protected]), Ke Ning ([email protected])

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.

Agenda
6:00-7:00 Pizza and networking
7:00-8:00 Seminar + Q&A session
8:00-9:00 (optional) small-group networking

Speaker:
Joseph M. Phillips, CFP®

Senior Vice President – Wealth Management
Portfolio Manager
The Walden Pond Group
Morgan Stanley Smith Barney LLC

Joseph Phillips is a Senior Vice President-Wealth Management in Morgan Stanley Smith Barney’s Boston office, helping a select group of wealthy families throughout the United States manage their investment portfolios. A twenty four year veteran of the financial services industry, Joe brings a tremendous amount of experience to his role.

Company bio:
Built on more than 130 years of experience, Morgan Stanley Smith Barney is recognized as one of the industry’s premier global wealth management firms. We focus our worldwide resources on serving a wide variety of clients, from corporations, institutions and foundations, to private businesses and affluent individuals.