On Wednesday, June 11th, Dave Smith will be speaking at the Community Foundation of Northeast Iowa’s Lunch Hour for Professional Advisors. He will be presenting “Economic update, asset allocation and investment due diligence.”
The lunch will be attended by professional advisors from across northeast Iowa as an opportunity for professional advisors to get information on how to best help their clients meet their financial and philanthropic goals. Dave’s discussion will focus on a variety of topics including; an economic outlook, asset class performance, growth, income and diversification, and stewardship guidance.
For more information, please go to the Community Foundation of Northeast Iowa’s website.
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