Upcoming Events

Investment Basics Series VI: The Portfolio Review: Why It Is Important and How to Do It 

Doing your own review periodically (quarterly or at least yearly) will help you understand whether you are on course to meeting your goals, or whether you need to change your strategy or tactics. This presentation will teach you how to perform a review to catch mistakes and to correct your course on a timely basis, with the ultimate goal of improving your results.

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Non-Profit Insight II: Create an Action Plan For Raising Funds Using QCDs

Seating is limited registration is required. To register please email Janella@juliejason.com