2010 Webinars
Upcoming Webinars
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
July 28, 2010
Automating Your Finances
Don't you sometimes wish you could stress a little less about money matters and still be on track to achieving your overall financial goals? You've heard many times "Don't sweat the small stuff", and yet the little actions you take today could yield significant results in the future. Listen to NCPI's complimentary webinar playback that discusses key points such as:
- Pay Yourself First – A look at how setting up an automatic transfer can pay off, with any affordable amount.
- Consolidate Accounts – Explore new services that NCPI offers through our new relationship with First Clearing, LLC (FCC), allowing your Financial Advisor to become your primary resource in "life planning."
- Navigate the New FCC Access Online® – An introduction to the automatic bill-pay system, downloading information to financial tools like Quicken and Turbo Tax as well as enhancements like portfolio tracking and research.
April 22, 2010
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
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.
You will need the Windows Media Player to view our Webinars. Please download and follow the installation instructions on the Microsoft website.