Year End 2018 Client Investment Review Call and Webinar

Investment Review Call

Thursday Feb 7, 2019 3pm


Presented By:

Jack Brooks, Executive Director; Mid-Atlantic United Methodist Foundation

Keith Aleardi, Chief Investment Officer; Fulton Financial Advisors

Rob Morgan, Chief Investment Officer; Mid-Atlantic United Methodist Foundation

We are excited to provide the opportunity for all clients and prospective clients to participate in this valuable year-end investment Call and Webinar.  Additionally we will discuss how to prepare your church for changes coming in 2019. By adding the webinar capabilities, you may now join the call on the web and view the presentation materials at the same time they are being presented live on the call.

Webinar Instructions: Meeting Number: 733 563 897

Meeting Password: This meeting does not require a password.

To join this meeting (Now available on mobile devices!)

  1. Go to
  2. If requested, enter your name and email address.
  3. If a password is required, enter the meeting password: This meeting does not require a password.
  4. Click “Join”.
  5. Follow the instructions that appear on your screen.
  6. Dial into the conference bridge when the audio conference instructions appear.

Phone Only Option:

Dial: 717-327-2299

Meeting Number: 733 563 897

Materials for the Call: 

Webinar Slides – 2019 Key Themes

Jan 2019 Investment Review by Rob Morgan, CIO