UMF president Chris Walters and investment consultant Jim Lumberg hosted a video presentation and Q&A with about two dozen local church clients. This video contains the core content of that video conference. Please feel free to share this video with whomever you feel will benefit.
| Segment Time | Segment Content |
| 0:00 – 01:42 | Introduction |
| 1:42 – 10:26 | Responding Mindfully to the Reactive Brain |
| 10:26 – 22:12 | Focusing on the Long-Term |
| 22:12 – 25:44 | Overview of Foundation Portfolios |
| Questions & Answers | |
| 26:10 – 26:55 | How accessible is the money we have invested? |
| 26:55 – 27:56 | How frequently can we reallocate funds within an account or transfer funds to another account? Are there any fees to do this? |
| 27:56 – 28:49 | Will earnings / spending policy distributions still be distributed? |
| 28:49 – 31:13 | What has been Envestnet’s investment strategy during this period of market volatility? |
| 31:13 – 32:53 | How is the Foundation taking advantage of lower stock prices? |
| 32:53 – 34:18 | Where will we be at the end of the year? |
| 34:18 – 39:27 | What do you think about the chatter of depression? |