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UPCOMING EVENTS
15-Feb
Confronting Paralysis in Uncertain Times with Institute for Private Investor
16-Feb
Strategic Philanthropy with Family Office Association
20-Mar
Leveraging Human Capital: Roles and Responsibilities of Boards and Staff
21-Mar
Leveraging Human Capital: Roles and Responsibilities of Boards and Staff
28-Mar
AWP: Constructing A Thoughtful Investment Strategy Session 1
5-Apr
Planning for your Children and Grandchildren
24-Apr
Investment Management and Not-For-Profit Law and Regulation
25-Apr
Investment Management and Not-For-Profit Law and Regulation
26-Apr
Economic and Market Update
22-May
Portfolio Management: Theory and Best Practices
23-May
Portfolio Management: Theory and Best Practices
8-May
Financial Fundamentals Session 2 - The 6 Money Matters
5-Jun
Financial Fundamentals Session 3 - Goals Based Financial Planning
Fall 2012
Sustainable Impact Investing
Fall 2012
Social Security and Medicare
PAST EVENTS
3-Oct
Family Security in the Age of Social Media
13-Oct
The Transformative Power of Women
3-Nov
Philanthropy: A Conversation with Billy Shore
29-Nov
Year End Planning
18-Jan
Envision. 2012 Economic and Market Outlook
25-Jan
Family Office Exchange Webinar: Family Continuity
26-Jan
Strategic Philanthropy with Access Circles
2-Feb
Women, Money, Media and Power
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