Webinars
Nollenberger Capital Partners Private Client Services hosts timely webinars for our clients and community. These interactive web-based seminars incorporate wealth management, financial planning, and financial services topics that are timely and informative.
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:
- Roth IRA Basics
- What's Changing in 2010
- Roth Conversion - How does it work?
- Weighing the Advantages & Disadvantages
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.
January 21, 2009
Essential Steps to Securing Your Financial Future
February 18, 2009
Investment Opportunities in the New Infrastructure and Stimulus Plan
You will need the Windows Media Player to view our Webinars. Please download and follow the installation instructions on the Microsoft website.