07.01.2026
Sarah E.R. Wilson Speaking at PSACC 2026 Annual Conference 7/28
On Tuesday, July 28, Sarah E.R. Wilson will be speaking at the Pennsylvania State Association of County…
On Wednesday, January 15, Dave Smith, CFA will be speaking at the Community Foundation of Northeast Iowa’s 2020 Professional Advisor Education Series event in Cedar Falls, Iowa.
Dave will be presenting a “Market Review and 2020 Outlook” for attendees. The session will address current themes in the global economy, equities, fixed income, and alternative asset classes. The annual education series is part of the Foundation’s partnership with professional advisors to provide support, expertise, and information to assist advisors in their work with clients to not only meet their financial goals, but support the community and causes they care about. The Community Foundation of Northeast Iowa serves as a resource for attorneys, financial planners, CPAs and other professionals to simplify giving for clients, recommend strategies, and help advisors connect with the community.
For more information, please visit the CFNEIA webpage.
07.01.2026
On Tuesday, July 28, Sarah E.R. Wilson will be speaking at the Pennsylvania State Association of County…
07.01.2026
On Wednesday, August 26, Evan Frazier, CFA, CAIA will be speaking at the 2026 Chicago E&F Roundtable hosted…
07.01.2026
On Monday, September 23, Luis Sierra, CFA, will be speaking at the annual 529 Conference hosted by…
07.01.2026
On Tuesday, September 29, Matt Nowak, AIF® will be speaking at the Georgia Association of Public Pension…
05.26.2026
On Thursday, June 18, Patrick W. Wing, CFA, CIPM and Sarah E.R. Wilson will be…
05.26.2026
On Tuesday, June 16, Eric Gaylord, CFA will be speaking at the 2026 Treasury Management Training Symposium…
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