JANUARY 31, 2012

TOPIC: 2012 Q1 ECONOMIC UPDATE

On Tuesday, January 31, 2012 at 12:00 noon, Roy Williams presented our 2012 Q1 Economic Update.

 

JANUARY 11 and 12, 2012

TOPIC: 2011-2012 TAX WEBCAST

2011 had been predicted to be a quiet year in federal tax news because it landed between major tax legislation in 2010 and expected tax reform in 2012. However, the year brought many significant tax developments from the Obama Administration, Congress, the Treasury Department, the IRS and the courts. Tom McCabe, Director of Accounting at Prestige Wealth Accounting Group, hosted 2 webcasts on January 11 and 12, 2012 covering these and other topics. Click here to view the replay of the webcast.

 

OCTOBER 25, 2011 WEBCAST

TOPIC: 2011 Q4 ECONOMIC UPDATE

On Tuesday, October 25, at 12:00 noon, Roy Williams presented our 2011 Q4 Economic Update.

 

AUGUST 8-11, 2011

ECONOMIC UPDATE WEBCASTS
 

During the week of August 8, 2011, Roy Williams hosted a series of webcasts where he provided guidance and comments on current economic events. To listen to recordings of these webcasts, please click the links below.

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investment(s) may be appropriate for you, consult your financial advisor prior to investing. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Bonds are subject to market  and interest rate risk if sold prior to maturity. Bond values and yields will decline as interest rates rise and bonds are subject to availability and change in price.  

 

JULY 27, 2011 WEBCAST

TOPIC: MID-YEAR OUTLOOK

On Wednesday, July 27 at 12:00 noon, Roy Williams presented our 2011 Mid-Year Outlook Webcast.

 

JUNE 28, 2011 WEBCAST

TOPIC: ESTATE PLANNING ESSENTIALS

On Tuesday, June 28 at 12:00 noon, Roy Williams presented an overview of estate planning essentials and outlines four quick steps you can take to update your estate plan.

 

 

APRIL 26, 2011 WEBCAST

TOPIC: FIRST QUARTER MARKET INSIGHT

On Tuesday, April 26, at 12:00 noon, Roy Williams presented our 2011 First Quarter Market Insight Webcast.

 

 

JANUARY 26, 2011 WEBCAST

TOPIC: JANUARY 2011 ECONOMIC UPDATE

Roy Williams, CEO of Prestige Wealth Management Group, was chosen by Barron’s Magazine for their elite ranking of the nation’s Top 1,000 Advisors.1 Here is your unique opportunity to join him as he discusses his outlook for 2011.

1Ranking based on factors including assets under management, revenue produced for the firm, client satisfaction, regulatory record, and philanthropic work, Barron’s Magazine February 2010 and 2009.
 

 

JULY 22, 2010 WEBCAST

TOPIC: MID-YEAR OUTLOOK

Tacking into the headwinds is necessary to advance against the wind when sailing. As with sailing, when investing, frequent adjustments may be necessary to stay on course. Investors may benefit from a tactical approach to investing in the latter half of 2010 in order to find attractive opportunities when offered and successfully take profits when appropriate. Roy Williams leads this informative seminar to understand how the markets will likely perform and what strategies we may use to help position your portfolio to potentially profit and protect in the headwinds.

 

 

MAY 26, 2010 WEBCAST

TOPIC: ECONOMIC UPDATE

As one of the top wealth managers in the country, Roy Williams, CEO of Prestige Wealth Management Group was chosen by Barron’s Magazine for their elite ranking of the nation’s Top 1,000 Advisors. Here is your unique opportunity to join him as he reflects upon important economic events of the previous quarter and provides insight on how the economic recovery will progress.

 

 

JANUARY 12, 2010 WEBCAST

TOPIC: 2010 MARKET OUTLOOK

For investors, 2010 is likely to have two distinct periods. As 2010 gets underway the markets are likely to continue to perform well as they have through the latter half of 2009. However, following a solid start headwinds may emerge to create a renewed slowdown in the economy and more challenging environment for investors.

 

 

DECEMBER 10, 2009 WEBCAST

TOPIC: ARE WE HEADED FOR A MARKET CORRECTION?

Due to the speed of the recent run up of the stock market, some are concerned that we may be headed for a significant market correction. Join Roy Williams, Prestige Wealth Management Group CEO, as he shares his views on whether we will see a market correction in the near future and how the markets may affect you.