2010 Webinars

Upcoming Webinars

April 22, 2010, 1:30pm PST

How Roth IRA Conversion Could Affect Your Retirement
How do you know if converting your IRA to a Roth IRA is in your best interest? While there are many personal factors to consider, this timely webinar will help illustrate the key questions you might ask yourself and your financial advisor in order to arrive at an informed decision. Co-hosted by NCPI and American Century Investments, key segments of the presentation include:

Register online

July 2010

Simplify Your Life By Automating Your Finances
Learn how to view your accounts online and the best ways use the tools and technology at your fingertips. Mark your calendar for this hands-on webinar. More information coming soon.

October 2010

Year-end Tax Planning Strategies
This discussion illustrates how to best create a personalized financial and tax strategy for 2010. More information coming soon.

Disclaimer: NCPI and its Financial Advisors do not offer tax advice. Individuals should consult their personal tax advisor before making any tax-related investment decisions.

Webinar Playbacks

January 13, 2010

Positioning Your Investment Portfolio In The Energy Sector
Listen to the playback recording of NCPI’s webinar event, featuring Portfolio Strategist Bruce Lanni. The energy sector currently represents approximately 11% of the S&P 500, up from 6% in 2002. We anticipate that the energy sector, as a percentage of the S&P, will increase further due to dramatic secular changes in the industry. This informative discussion shares how our clients might take advantage of these changes and position investment portfolios in the energy sector.

September 9, 2009

Portfolio Restructuring in a Recovering Economy
You may need to install the GoToMeeting codec to view this video. Please download and follow the installation instructions on the GoToMeeting website.

You will need the Windows Media Player to view our Webinars. Please download and follow the installation instructions on the Microsoft website.