Professional Advisor Charitable Education Series

CFNEIA
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 Opportunity

Economic Update

Wednesday, October 21
11:30 am - 1:00 pm

Register Now


June 17th "COVID-19 and Its Impact on the Markets" Recap

Dave Smith, CFA, with Marquette Associates discussed the impact of COVID-19 on the markets. This follow-up discussion to his popular January educational series provided an in-depth look at the effects of the global pandemic on investments and change in 2020 market outlooks.

View the Presentation Slides



Interested in other resources? Visit cfneia.org/professionaladvisors to learn more.

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