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Professional Advisor Charitable Education Series

January 20, 2021

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.

Upcoming Opportunity

Market Review and 2021 Outlook with Dave Smith, CFA
Wednesday, January 20
12:00 pm - 1:00 pm

Dave Smith, CFA, Managing Director with Marquette Associates will address current themes in the global economy, equities, fixed income, and alternative asset classes. One hour of continuing education credits for CFP and CLE. Please RSVP by Monday, January 18.

Register Now

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