Professional Advisor Charitable Education Series

June 17, 2020 – October 21, 2020

The Community Foundation of Northeast Iowa is excited to offer a series of four complimentary charitable continuing education events for professional advisors around topics that will help better serve clients. We invite you to join other engaged advisors in conversations that help enrich our communities.

Series events will last 1.5 hours and will offer 1 hour of continuing education credits for CFP and CLE and complimentary lunch. Events will be held at the CFNEIA offices in the Ike Leighty Family Community Room at 3117 Greenhill Circle, Cedar Falls, Iowa, unless otherwise noted. Please RSVP to any of our events you would like to attend throughout the year.

Upcoming 2020 Events

Wednesday, June 17
4:00 - 6:00 p.m.

Wednesday, October 21
11:30 a.m. - 1:00 p.m.

Register Now

January 15th "Market Review and 2020 Outlook" Recap
Dave Smith, CFA, Managing Director with Marquette Associates addressed current themes in the global economy, equities, fixed income, and alternative asset classes. The Marquette Associates research shows the odds of recession have dropped, employment is stable with some wage growth, and U.S. equities remain strong with technology leading the way.

2020 Market Preview
View Dave's presentation slides

Interested in other resources? Visit to learn more.

Back to News & Events

Connect on Facebook