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Our Calendar
UPCOMING EVENTS
15-FebConfronting Paralysis in Uncertain Times with Institute for Private Investor
16-FebStrategic Philanthropy with Family Office Association
20-MarLeveraging Human Capital: Roles and Responsibilities of Boards and Staff
21-MarLeveraging Human Capital: Roles and Responsibilities of Boards and Staff
28-MarAWP: Constructing A Thoughtful Investment Strategy Session 1
5-AprPlanning for your Children and Grandchildren
24-AprInvestment Management and Not-For-Profit Law and Regulation
25-AprInvestment Management and Not-For-Profit Law and Regulation
26-AprEconomic and Market Update
22-MayPortfolio Management: Theory and Best Practices
23-MayPortfolio Management: Theory and Best Practices
8-MayFinancial Fundamentals Session 2 - The 6 Money Matters
5-JunFinancial Fundamentals Session 3 - Goals Based Financial Planning
Fall 2012Sustainable Impact Investing
Fall 2012Social Security and Medicare
PAST EVENTS
3-OctFamily Security in the Age of Social Media
13-OctThe Transformative Power of Women
3-NovPhilanthropy: A Conversation with Billy Shore
29-NovYear End Planning
18-JanEnvision. 2012 Economic and Market Outlook
25-JanFamily Office Exchange Webinar: Family Continuity
26-JanStrategic Philanthropy with Access Circles
2-FebWomen, Money, Media and Power
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