Harnessing Volatility
Event: Educational Seminar – Harnessing Volatility
Date: Thursday, March 29, 2012
Time: 6:00 to 9:00 pm EDT
Place: Fairleigh Dickinson University, Wilson Auditorium – Dickinson Hall
140 University Plaza Drive
Hackensack, NJ 07601
RSVP: Tina Powell by email (tina@bwmllc.com) or telephone (201) 447-9500
Description: A key feature in today's financial markets is volatility. Periods of extreme volatility can be unnerving to any investor, and cause unnecessary fear and panic. Recall last August 2011 when equity investors would like to forget - the S&P 500 Index averaged a 2.5% move up (and down) every day from August 5 to 30! The benefits of mitigating volatility today are ever more important. Learn from the experts as they present tactical strategies on harnessing volatility and indentifying the opportunities.
Andrew McOrmond – Managing Director, WallachBeth CapitalAndy co-manages one of the Industry's most respected ETF trade execution desks; one that's widely-regarded for its innovative approach to sourcing liquidity and its commitment to the highest standards of best execution within the ETF marketplace. Andy's 10+ years of experience working on behalf of a broad spectrum of leading "buy-side" and "sell- side" firms has made him a recognized thought-leader on the topic of ETF trading and a sought-after speaker and panelist for a wide assortment of securities industry conferences. Andy appears on CNBC, and has been profiled in among other publications, The Wall Street Journal, The Financial Times, "TradersMagazine," "InsideETFs" and SeekingAlpha.
Caroline G. Edwards, CFA – Investment Product Manager, Putnam InvestmentsMs. Edwards is an Investment Product Manager dedicated to Putnam's Large Cap Domestic Equities products. In this role, she is responsible for defining product messaging for existing products, developing and launching new products, and providing ongoing marketing and sales support across Putnam Global Distribution, including institutional, international, and retail. Ms. Edwards, who is a CFA charterholder and holds her FINRA Series 7 and 63 licenses, joined Putnam in 2008 and has been in the investment industry since 2004.
Mark Germain, CFP®, MBA – Founder and CEO, Beacon Wealth ManagementMark Germain has over thirty years of experience giving advice to high net-worth individuals and organizations. His career highlights started with the "Big Eight" accounting firm of Touche Ross and Company where he honed his financial forecasting and analysis skills as a municipal bond specialist. Tactical and tax efficient focused, Mark provides financial planning, dynamic investment management, estate planning, tax and ad hoc business planning to a sophisticated clientele. Germain is an adjunct at Fairleigh Dickinson University in the CFP<sup>®</sup> curriculum and a 2011 distinguished alumnus of Southern Connecticut State University. His work is published in the Journal of Medical Economics, WORTH magazine, and Orthopreneur Online Journal and he has been featured on Fox Business News.
Beacon Holiday Open House
Event: Beacon Holiday Open House
Date: Thursday, December 1, 2011
Time: 5:00 to 9:00 pm EDT
Place: Beacon Wealth Management, 505 Main Street, Suite 214, Hackensack, NJ 07601
RSVP: Tina Powell by email (tina@bwmllc.com) or telephone (201) 447-9500
Description: Join us for our annual Holiday Open House Celebration! This is annual, special gathering is open to clients, family, and friends of Beacon and promises to be a delightful and festive evening. Hot and cold hors d'oeuvres (Kosher & Non-Kosher), light refreshments, wine and non-alcoholic beverages will be served. The party will be held in the new Hackensack office, located at 505 Main Street – Suite 214 in Hackensack, NJ, just 10 minutes from the George Washington Bridge. Guest may arrive and depart at their leisure.
Millburn AAII - American Association of Individual Investors Investment Education – GOLD
Event: Millburn AAII - American Association of Individual Investors Investment Education – GOLD
Date: Tuesday, August 9, 2011
Time: 7:00 PM
Place: Millburn Free Public Library – 200 Glen Avenue, Millburn, NJ 07041
RSVP: Free and open to the public ($5 suggested donation for the library)
Description: In times of trouble, investors typically flock to gold. Investment demand for gold has already surged this year and prices have tripled since 2004. Given current worries about global economic and geopolitical uncertainties, sovereign risk and volatility; it has become its own store of value and effectively its own currency. Gold's position in the portfolio, its importance today and in the future, and ways to invest for short and long-term will be discussed. The presentation will include the use of gold as a tactical tool to hedge against high inflation and a declining dollar as well as a diversifying investment for wealth preservation.
Webinar: New Beacon Portfolio Reports
Event: Webinar: New Beacon Portfolio Reports – An explanation and demo of the new format
Date: Wednesday, July 27, 2011
Time: 6:00 PM – 6:30 PM EDT
URL for Replay: Please email tina@bwmllc.com
Other: Playback information will be available for those clients who cannot participate on the live call. If you have any technical questions or need assistance, please contact Tina Powell by telephone at 201-447-9500 or by email tina@bwmllc.com.
Description: Beacon is excited to introduce to you our new portfolio reports. The new format includes additional metrics and improved graphics and readability. Please join us for this 30-minute webinar with Mark Germain, CFP®, MBA - Founder and CEO, who will guide you through a demo of the new report feature
Options & Opportunities
Event: Options & Opportunities
Date: Wednesday, May 4, 2011
Time: 6:00 to 9:00 pm
Location: Yale Club NYC 50 Vanderbilt Avenue (between E 44th St. and E 45th St.), New York, NY 10017
RSVP: Reserve ASAP - Seating is limited. To register call Tina Powell at 201-447-9500 or email: tina@bwmllc.com.
Other: Complimentary event. Kosher hors d'oeuvres, wine and non-alcoholic beverages served.
Description: The current environment the investor finds himself in is challenging and dynamic, from Japan to the Middle East the scenarios are always changing. Join us for an engaging discussion about Options & Opportunities that exist in today's market, as presented by our panel of investment experts:
Andrew Clinton - President and CEO, Clinton Investment Management
Andrew Clinton is one of the nation's leading investment managers specializing in the professional management of municipal bond portfolios and will reveal what's really going on in the Muni Market from his perspective.
Don Kaufman – Chief Derivatives Instructor, TD Ameritrade
Don Kaufman of Think or Swim, is one of the industry's leading optional strategists and will discuss the exploding popularity of weekly options and talk about the strategies associated with them.
Eric Bertonazzi, Ph. D – President, Wainwright Investment Counsel
Eric Bertonazzi, Ph.D from Clemson University and President of Wainwright Investment Counsel will present opportunistic and tactical allocation strategies which leverage today's volatile market conditions.
Panel Moderator
Mark Germain, CFP®, MBA – Founder and CEO, Beacon Wealth Management
Mark Germain, CFP®, MBA is the founder and CEO of Beacon Wealth Management and has over twenty-five years of experience giving advice to high net-worth individuals and organizations.
Introductions
Patrick Williams, Publisher – Worth Magazine
Who should attend
Professionals, Business Owners, Entrepreneurs, Physicians, Surgeons, Family Decision Makers, Couples and anyone looking to expand their knowledge base in economics and investing.
RSVP Information
Reserve online (click here), by phone: Tina Powell at 201-447-9500, or e-mail: tina@bwmllc.com. Please reserve now! Space is limited, first-come, first serve.
Wednesday, May 4, 2011 – SAVE THE DATE!!! 6:30 to 9:30 pm
Featured Speakers
Andrew Clinton, Clinton Investment Management and Don Kaufman, Think or Swim.Beacon Educational Conference
Event: Beacon Educational Conference
Date: Thursday, April 7, 2011
Time: 6:00 to 8:30 pm
Location: Yale Club NYC 50 Vanderbilt Avenue (between E 44th St. and E 44th St.), New York, NY 10017
RSVP: Reserve ASAP - Seating is limited. To register call Tina Powell at 201-447-9500 or email: tina@bwmllc.com
Other: Complimentary event. Light hors d'oeuvres, wine and non-alcoholic beverages served.
Click here for the Beacon Educational Conference Flyer.
Description: Strategies for maximizing college admissions, preparing to get hired, and financing the journey.
Applications to many selective colleges are at an all-time high. Of course, this means that acceptance rates are declining rapidly. Many selective colleges are accepting less than 20% of their applicants and some of the most competitive colleges are accepting less than 10% of their applicants.
The statistics tell a disturbing story. According to the National Association of College and Employers (NACE), more that 75% of those graduating from college in May 2010 who were seeking jobs were unemployed at graduation. Today's students must now carefully prepare themselves during college/graduate school to become preferred candidates in the eyes of employers.
Join us for an eye-opening discussion on what it takes to get into college today, land your dream job, and finance the journey. Beacon Wealth Management has assembled a panel of 3 experts who know the ins and outs of the college acceptance process, can successfully navigate the complexities of a competitive job/intern market, and give expert, financial guidance on how to make it all happen. Whether you are a parent, a grandparent, or a student, you need to have cutting-edge information and get on the insider's track.
- Strategies for maximizing college admissions
- Key differentials that drive college acceptance and job acquisition
- Trends in higher education and the job market
- How to get hired right out of college
- The real cost of college
- Save, plan, and pay for a college education
About the panel
Eric Greenberg is the director and founder of the renowned Greenberg Educational Group, Inc., formed in 1991 in New York City. Greenberg and his skilled team have dedicated themselves to helping students of all ages achieve their academic goals. The company has developed a stellar reputation for providing high quality personalized one-on-one test preparation, school selection & application advising (high school, college and graduate school) and academic tutoring. After graduating from Fieldston High School (in Riverdale, New York), Greenberg attended the Wharton Business School of the University of Pennsylvania, where he received a Bachelor of Science degree in Economics in 1988. He graduated Summa Cum Laude and was elected to Beta Gamma Sigma, a leading national business school honor society. Eric and the Greenberg Educational Group have been featured in U.S. News & World Report, New York Nightly News with NBC4's Chuck Scarborough, ABC7-TV Eyewitness News, Fox 5's Good Day New York "The Money Authority," as well as The Manhattan Family Guide to Private Schools, Education Update, the New York Post, The Westside Spirit and Our Town. Eric Greenberg lives in New York City with his wife and two children.Lesley Mitler founded Priority Candidates, Inc. in 2009, after having dedicated more than 25 years to executive recruitment, placing entry level through C –suite positions in organizations ranging in size from small family-owned businesses to large international and multi-national organizations. Her fundamental knowledge of what hiring managers look for is the core of what Priority Candidates, Inc. does to prepare college/graduates students and recent college graduates to GET HIRED NOW. Unlike others, our business is not a sideline of a "career planning" business for corporate employees with experience. Preparing college/graduate students and recent graduates to get hired is our ONLY business. Lesley graduated cum laude from Duke University with a BA in Management Science. Lesley Mitler and Priority Candidates has been featured in USA Today, ABC;s New York Viewpoint with Ken Rosato, ABC News with Art McFarland, The New York Times, NY Nightly News with NBC4's Chuck Scarborough and John Tucker's Small Business Report on Bloomberg Radio. She is married and resides in New York City. She has two sons – one who graduated from Cornell University and the other attends Columbia Grammar and Preparatory School.
Mark Germain, CFP®, MBA is the founder and CEO of Beacon Wealth Management and has over twenty-five years of experience giving advice to high net-worth individuals and organizations. His career highlights started with the "Big Eight" accounting firm of Touche Ross and Company (Deloitte and Touche). Later, Mark worked as a senior officer in two high tech start-up companies with multiple responsibilities including World Wide Field Operations and Chief Financial Officer. As a financial advisor, Mark has built and customized plans for private and public corporation executives, educated professionals on all facets of asset and wealth management, and implemented strategies to help increase wealth, reduce taxes, and preserve and protect family wealth. Mark received his BS in Economics and Accounting from Southern University and then earned his MBA in Finance from Northeastern University, where he also taught accounting. He is currently an adjunct professor at Fairleigh Dickinson University teaching future CFP™ candidates the financial planning process. Mark and his firm have been featured in Medical Economics, Orthopreneur, Worth Magazine, and Fox Business News with Brian Sullivan.
Gold – The Golden Hedge
Date: Thursday, October 21, 2010
Time: 6:30 to 9:00 pm (Refreshments served at 6:30 pm/Featured presentations begin at 7:00 pm)
Location: Wilson Auditorium in Dickinson Hall, Fairleigh Dickinson University – Metropolitan Campus 140 University Plaza Drive, Hackensack, NJ 07601 (10 minutes from the George Washington Bridge). Click here for directions
RSVP: Complimentary admission. Space is limited, first-come first serve.
Please call Tina Powell at 201-447-9500 or e-mail: tina@bwmllc.com to reserve.
Other: Elegant Kosher menu featuring, light refreshments and hors d’oeuvres. Wine and non-alcoholic beverages served.
About the Seminar
On October 21st, a select group of professionals will gather in Hackensack, New Jersey for an extremely informative, complimentary roundtable discussion entitled, ‘Gold – The Golden Hedge!’ This one-of-a-kind event is hosted by Beacon Wealth Management.
We strongly encourage you to register now and join two of the greatest and respected minds in the investment world today - Rachel Benepe, MBA of First Eagle Funds and the legendary Ralph Acampora, CMT one of the most prominent technical analysts of all time. The goal of this symposium is to provide insight on gold and ETFs and how they relate to our current economy. We will have expert input and presentations from the following key participants:
- Rachel Benepe, MBA will closely examine the current situation regarding investing in gold. She is a portfolio manager for the very successful First Eagle Gold Fund and a senior analyst for the First Eagle Fund family which views gold as a potential hedge against downside market events.
- Ralph Acampora, CMT will discuss “Fusion Analysis”, the new paradigm in ETF investing, combining the technical and fundamental disciplines. Ralph is a market historian and a legend and pioneer in the field of technical analysis over the past 40 years.
- Lastly, Mark Germain CFP™ MBA - Beacon’s CEO, will present commentary on the market’s volatility and the role of Financial Advisors in today’s troubled economy.
Who Should Attend
Professionals, Business Owners, Entrepreneurs, Physicians, Surgeons, Family Decision Makers, Couples and anyone interested in learning about the gold.
Speakers
- Introduction by Patrick D.C. Williams, Publisher of Worth Magazine
- Rachel Benepe, MBA – Portfolio Manager for the very successful First Eagle Gold Fund and senior analyst for the First Eagle Fund family.
- Ralph Acampora, CMT – Market historian and a legend and pioneer in the field of technical analysis over the past 40 years.
- Mark Germain CFP™ MBA – Founder and CEO of Beacon Wealth Management.
RSVP Information
Complimentary admission. Reserve now! Space is limited, first-come, first-serve. Please call Tina Powell at 201-447-9500 or e-mail: tina@bwmllc.com to reserve.
How to Invest in the New Economy
Date: Thursday, April 29, 2010
Time: 6:30 pm to 9:00 pm
Location: Wilson Auditorium in Dickinson Hall, Fairleigh Dickinson University – Metropolitan Campus 140 University Plaza Drive, Hackensack, NJ 07601 (10 minutes from the George Washington Bridge) – click here for directions.
RSVP: Complimentary admission. Space is limited, first-come first serve.
Please call Tina Powell at 201-447-9500 or e-mail: tina@bwmllc.com to reserve.
Other: Elegant Kosher menu featuring, light refreshments and hors d’oeuvres.
About the Seminar
Today the Dow is up. Tomorrow it’s down. Day by day, minute by minute, the investment world is changing. You can’t just sit there, cross your fingers, and make a wish…the new economy demands you rethink current strategy and learn to position for long-term efficiency and effectiveness. The critical question you need to ask yourself is, “Where should I allocate my investment dollars going forward?” If you want answers and believe volatility creates opportunity, then this seminar is for you! Come and listen to the experts as they discuss how:
- Macroeconomics Affect Your Decisions
- Dynamic Allocations Based on the New Economy
- Opportunities with ETFs (Exchange-Traded Funds)
- Income Tax: Pay out Less and Keep More
- Tax Efficient Succession & Estate Planning
- How to Plan for Retirement – Timing, Income, and Ongoing Investment
Who Should Attend
Professionals, Physicians, Business Owners, Family Decision Makers, Couples and anyone interested in learning about the new economy.
Speakers
- Introduction by Patrick D. C. Williams, Publisher of Worth Magazine.
- Dr. Burton Zwick, Assistant Professor of Economics and Finance, Silberman College of Business Administration, Fairleigh Dickinson University
- Delbert (Del) Stafford, CFA, Exchange Traded Product Specialist, US iShares Product Group
- Mark Germain, CFP™, MBA – Founder and CEO of Beacon Wealth Management
RSVP Information
Complimentary admission. Reserve now! Space is limited, first-come, first-serve. Please call Tina Powell at 201-447-9500 or e-mail: tina@bwmllc.com to reserve.