Convention 2013 – Wealth Management

“Wealth Management at a Crossroads: Responding to a Changing Financial World”

(July 2, 2013 update)

The Wealth Management Conference got more compelling:

When:      Wednesday Morning July 24, 8:30 – 12 including continental breakfast and box lunch
Where:     At convention 2013
How:        Pre-registration required before convention on the convention registration forms or contact us at **@fj**.org

Conference Highlights:

  • Washington’s impact on your financial future
  • Investing in Israeli Enterprise
  • Financial Fraud Prevention & Identity Theft
  • nvesting with Guidance
  • Hands-on Investing: Investment Clubs, Put-Call Options and Research Strategies

Meet your Keynote Speakers:  Maury Harris and Brett Arends

Maury Harris is a Managing Director and Chief Economist for the Americas for the UBS investment bank. He has been named numerous times to the Institutional Investor All-America Research Team over the past two decades. Dr. Harris is a past President of the Forecaster’s Club of New York. In the January, 2012 issue of the Bloomberg News monthly magazine, Maury and his team of economists were judged to be the most accurate US economic forecasters in 2011 and 2010. Prior to the UBS AG acquisition of PaineWebber Incorporated, he was the Chief Economist for PaineWebber. Before that, Dr. Harris worked for the Federal Reserve Bank of New York and The Bank for International Settlements. Dr. Harris holds a PhD in economics from Columbia University, an MA in economics from Columbia University, and a BA in economics from University of Texas, where he graduated Phi Beta Kappa. Maury is married with two children and a member of Park Avenue Synagogue Men’s Club.  Hear from an internationally recognized economist, financial writer and institutional investor plus participate in breakout groups with professionals in the field.  We are on our way to an innovative conference for all to share.

Brett Arends writes R.O.I., or Return On Investment, daily for the Online Wall Street Journal, dissecting where personal finance meets current affairs, and how the latest news can make you money.”  A lot of the time, that comes from going against the herd.”

Brett has spent his life rifling through department store bargain bins in London, Boston and New York, and that’s pretty much the same way he views markets. A good stock-market panic yields the cheapest deals. And there’s only one thing better: a scandal. That’s when you get a fire sale. R.O.I. will be looking for bargains anywhere, and for opportunities on the spending side as well.

It isn’t really true that $1,000 saved is just $1,000 earned. If you’re in the top income-tax bracket, it’s $1,500 earned. And salted away for 30 years in a tax-deferred account, $1,000 saved is nearly $9,000 towards your retirement. That’s some return.

He is the author of a biography of Republican presidential nominee Mitt Romney, The Romney Files, a book about personal finance, Storm Proof Your Money, and a book about sports gambling, Spread Betting: A Football Fan’s Guide. He writes a weekly column for Smart Money

More About Wednesday Morning

Loosing retirement funds in 2001 and 2008 as well as the current political climate has created much UNCERTAINTY IN OUR FINANCIAL FUTURES.

  • Are you diversified in your management and risk profiles?
  • The market is euphoric right now. Uh-Oh watch out!
  • Will you let men’s clubbing help make you a better manager of your wealth?

FJMC is bringing together the first ever Wealth Management Conference on the Wednesday morning before Convention at the Convention hotel. The $36 nominal fee for men and $18 for women gets you an important Conference with continental breakfast, coffee, break and lunch. You must sign up and pay the added fee in advance – please sign up now so that we may more effectively plan the conference.

Sign up for the Wealth Management Conference as part of your Convention registration or make a reservation first by contacting Richard Gray, Wealth Management Conference Co-Chair at rg***@fj**.org or Gary Smith, Wealth Management Co-Chair at **@fj**.org.

The sponsors of the Conference are:

To download a pdf of the information on this page, click here.