Client Conference Calls 2010

United Wealth Management Group sponsors exclusive conference calls for our clients, allowing them to listen to national experts in the fields of finance, taxation and investments. Two weeks after the call takes place, a recording of the call will be made available for download and listening.

Winter Call - March 9, 2010 - The State of Investing in Municipal Bonds - led by Jim Conn, Senior Vice President of Municipal Bonds at Franklin Templeton Investments, discusses the implications for the municipal bond market as the global economy transitions; interest rates, income tax rates, and inflation threaten to increase; and the economic recovery continues. Click here to listen.

Spring Call - May 18, 2010 - The Second Quarter and Beyond – An Equity Perspective - led by Robert Almeida, an Investment Officer and Equity Institutional Portfolio Manager at MFS Investment Management® (MFS®). He serves as a member of U.S. Equity Team and works closely with all MFS equity research analysts and U.S. equity portfolio managers, participates in portfolio strategy discussions and communicates investment policy, strategy, and tactics regarding MFS U.S. equity strategies. Click here to listen. 

To be added to our email list for future Client Conference Calls, please email jmsiegel@nfpsi.com  with “Conference Calls” in the subject line.