Pa workshop

Professional Advisor Education Series Kicks Off

March 13, 2019

CFNEIA's Professional Advisor Continuing Education Series is for advisors looking for ways to help their clients reach their charitable and financial goals. The first event in the series, held on January 16, provided a market update by Dave Smith, CFA, Managing Partner, Marquette Associates Inc. Additional peer-to-peer conversation was facilitated around the IRA charitable rollover and donor advised funds.

 

We are excited to offer three more opportunities for our professional advisor partners to attend. All events are free and include lunch. Continuing education credits are available. The Community Foundation values the unique partnership we share with advisors in enriching our communities.