06.30.2025
On Wednesday, January 15, Dave Smith, CFA and Jack Sannes, CFA, CAIA will be speaking at the Community Foundation of Northeast Iowa’s 2025 Professional Advisor Education Series event in Cedar Falls, Iowa.
The two will be presenting a “Market Review and 2025 Outlook” for attendees. The session will address current themes in the global economy, equities, fixed income, and alternative asset classes.
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. Their quarterly series of complimentary charitable continuing education events brings together professional advisors around topics that will help to enrich their communities. For more information, please visit the CFNEIA website.
06.30.2025
09.10.2025
On Thursday, October 30, Christopher Caparelli, CFA and Evan Frazier, CFA, CAIA will be…
09.30.2025
On Thursday, October 30, Linsey Schoemehl Payne will be speaking at Finance Forward: A Forum for Diversity in…
09.08.2025
On Monday, November 10, William Torre, Jr., CFA, CAIA and Nic Solecki, CBDA will be…
06.30.2025
On Monday, September 29, Luis Sierra, CFA, will be speaking at the annual 529 Conference hosted by…
06.30.2025
On Tuesday, August 12, Brad Hampton will be speaking at the National Public Pension Fund Association’s (NPPFA)…
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