09.23.2024
Patrick W. Wing Speaking at Institute of Internal Auditors 2024 Joint Controller’s Seminar 10/28
On Monday, October 28, Patrick W. Wing, CFA, CIPM will be speaking at the Annual Joint Controller’s…
On Monday, September 15, Dave Smith, CFA will be speaking at the 529 ‘Essentials’ Seminar hosted by Strategic Insight and PLANADVISOR in Orlando, FL.
Dave will discuss the structure of the investment line-up of 529 products and cover the following topics:
For more information, please visit the event’s website.
09.23.2024
On Monday, October 28, Patrick W. Wing, CFA, CIPM will be speaking at the Annual Joint Controller’s…
10.02.2024
On Wednesday, October 30, Frank Valle, CFA, CAIA, and Evan Frazier, CFA, CAIA will be…
09.14.2024
On Wednesday, November 13, Patrick W. Wing, CFA, CIPM will be speaking at the Pennsylvania Association of…
10.01.2024
On Friday, November 22, Patrick W. Wing, CFA, CIPM, and Sarah E.R. Wilson will be…
07.17.2024
On Wednesday, October 9, Nat Kellogg, CFA, Dave Smith, CFA, Greg Leonberger, FSA,…
09.25.2024
On Wednesday, October 2, Linsey Schoemehl Payne will be speaking at the 2024 Diversity in Investments Forum…
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