05.31.2024
Jack Sannes Speaking at CFNEIA Professional Advisor Education Series 7/16
On Tuesday, July 16, Jack Sannes, CFA, CAIA will be speaking at a Community Foundation of Northeast…
On Wednesday, January 18, Dave Smith, CFA will be speaking at the Community Foundation of Northeast Iowa’s 2023 Professional Advisor Education Series event in Cedar Falls, Iowa.
Dave will be presenting a “Market Review and 2023 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 annual 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.
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