Please save the date for our fall Professional Advisor Charitable Education Event. More details, including the topic and speaker, will be added at a later date.
You can choose to join in person or virtually. A link will be sent to virtual attendees before the event so they can join online.
Professional Advisor Event | Community Foundation of Northeast Iowa
Gain valuable insights into how investment risk and behavioral finance influence charitable giving decisions at this upcoming professional advisor event. Designed for financial advisors, attorneys, CPAs, and philanthropic leaders, this session will help you better guide clients in aligning their financial strategies with their charitable goals.
Date: May 14, 2026
Time: 11:30 a.m. – 1:00 p.m.
In Risk, Reason, and Generosity, you’ll explore the intersection of investment realities and human decision-making and how these factors shape philanthropy.
During this session, you will:
Participants will walk away with actionable insights on:
Mike Hulme
Partner, Financial Resource Advisors
Mike Hulme is a partner and owner at Financial Resource Advisors (FRA), where he serves on the firm’s management team and leads the Retirement Plan Services Team. With over 37 years of financial services experience, Mike provides wealth management guidance to individuals, families, and employers sponsoring retirement plans such as 401(k)s.
Before joining FRA in 2012, Mike spent more than two decades as a pricing and product development actuary, including leadership roles at CUNA Mutual (now TruStage). He began his career at Time Insurance Company in Milwaukee.
Mike holds a Bachelor of Science in Actuarial Science with High Distinction from the University of Iowa and maintains several prestigious credentials, including:
This event is ideal for professional advisors who want to deepen their understanding of philanthropic decision-making, better advise clients on charitable giving strategies, stay informed on behavioral finance trends, and strengthen their impact within the communities they serve.
Reserve your spot below to join fellow professional advisors for this engaging and informative session. You can choose to join in person or virtually. A link will be sent to virtual attendees before the event so they can join online.
Join us for an exclusive advisor‑focused session featuring Jack Sannes, CFA, CAIA, Vice President at Marquette Associates. Jack will bring institutional investment expertise to help you understand the forces shaping today’s global economy and what to expect across equities, fixed income, and alternative asset classes.
As the independent investment consulting firm for the Community Foundation of Northeast Iowa, Marquette Associates, along with CFNEIA’s Investment Committee, applies a disciplined three‑point approach focused on risk, quality, and cost in stewarding more than $190 million in charitable assets.
During this session, you will gain:
This is a unique opportunity to hear directly from an industry leader whose expertise can strengthen your advisory practice and elevate the conversations you’re having with clients.
As always, this workshop is also our way of thanking you for the many ways you help strengthen charitable giving across our region.
You can choose to join in person or virtually. A link will be sent to virtual attendees before the event so they can join online.
1 hour of continuing education credits for CLE and Iowa Insurance is approved. CFP credits are pending approval.