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New England - Long-term Investing: Remaining True to Your Financial Plan
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When: Monday, August 8, 2011
6:30pm until 8:30pm
Where: Deloitte, Training Room A
200 Berkeley St
Boston, Massachusetts  02116
United States
Contact: Kathy Zhang

Online registration is closed.
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Long-term Investing: Remaining True to Your Financial Plan

Come listen to James C. Welch, CFA, CAIA, CFP, CIMA, Senior Vice President of US Trust, Bank of America Private Wealth Management, Adjunct Professor in the Law, Taxation and Financial Planning Department at Bentley University speak about why long-term investing remains true to your financial plan and how to put your money to work. 

Jim will present a process for serving clients with an emphasis on financial planning. Jim will bridge the gap between asset allocation theory and the practitioner's point of view when considering the current and historical economic environment. Jim will cover long-term investment planning, focusing on the benefits of diversification over various economic cycles. He will present the case for investing in multiple asset classes including equities, fixed income and alternative investments. He will draw conclusions based on the relationship between investment returns and economic growth.

Event Details:

  • Date: Monday, August 8, 2011
  • Time: 6:30pm -7pm: Networking and light refreshments. 7:00pm-8:30pm:Presentation and Q&As.
  • Location: Deloitte, Training Room A
  • Address: 7th floor of 200 Berkeley St., Boston, MA 02116.
  • Cost: Free for professional/student members, $5 for non-members

Other information:

Click on the link for the driving directions,


Parking info. is as below,

1. Central Parking System :

10 St. James Avenue, Boston


2. Dartmouth Street Garage:

126 Dartmouth Street, Boston

Access by T: Green line Copley T stop, Orange Line or Commuter – Back Bay stop


Registration closes on Saturday August 6, 2011

Seats are limited for this event. Please register as soon as possible!

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