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News & Events
 

February 2009 - "The Silver Bullet"

January 2009 - "Market Update"

December 2008 - "Bailout Nation"

November 2008 - "United Capital Adds More Advisers to Fold"

November 2008 - "The Global Liquidity Squeeze"

November 2008 - "Market Update & The Election"

October 2008 - "After a Crash"

October 2008 - “The Global Liquidity Crash of 2008”

October 2008 - Quarterly Newsletter

October 2008 - "Deal or No Deal"

September 25th-27th - Kelly Trevethan and Mike Miller Present 401 (K) Consulting Workshop IMCA 2008 Fall Professional Development Conference Denver, CO

September 2008 - "A New Way to Pay" Michael Miller ERISA Commentary

September 2008 - "Stealing Headlines"

September 2008 - "Attack of Fear"

September 2008 - "Finally a plan"

September 2008 - "Buy out or Bail Out?"

September 2008 - Joe Duran on CNBC

January 2007 - Perfect Effort Charity Gala.

October 2006 - Miami Society of Plastic Surgeons.

August 2006 - The 20th Annual Symposium on the Latest Advances in Facial Plastic Surgery.

Spring 2006 - "Medical Practice Retirement Plans — The Perils of Excessive Choice", Article in the Bulletin of the American Association of Neurological Surgeons.

January 2006 - "Eggs in a Basket — The role of diversification in a portfolio", Article in the Bulletin of the American Association of Neurological Surgeons.

Winter 2006 - University of Michigan, Department of Neurosurgery Grand Rounds, "Financial Priorities from a Physician's Perspective", TBA.

September 2005 - Medical Staff Grand Rounds, "Financial Priorities for Physicians", Alta Bates Summit Medical Center, Berkeley, CA.

November 2005 - Resident Career Event, "Financial Priorities for the Young Physician", Stanford University, Department of Anesthesiology.

Fall 2005 - "Financial Planning and the Neurosurgeon — A perspective from both sides of the fence", Article in the Bulletin of the American Association of Neurological Surgeons.

 

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UCFA’s web site does not represent an offer of or a solicitation for advisory services in any state/jurisdiction of the United States or any country where the firm is not registered, notice filed, or exempt. Trevethan Capital Partners a division of United Capital Financial Advisers, LLC. (UCFA), provides advice and makes recommendations based on the specific needs and circumstances of each client.  Clients should carefully consider their own investment objectives and never rely on any single chart, graph or marketing piece to make decisions. Past performance of markets and other data are no guarantee or indicator of future results.  UCFA does not offer tax or legal advice please consult your tax adviser or legal counsel

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