Dave Smith Speaking at CFNEIA Professional Advisor Education Series 1/18

January 11, 2023

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.

Related Content

02.04.2026

Marquette Speaking at 2026 AIMSE Annual Conference 4/28

On Tuesday, April 28, Stephanie Osten and James R. Wesner, CFA will be speaking at…

03.30.2026

Chris Caparelli and Evan Frazier Speaking at Waukesha County Community Foundation Investment Update 4/30

On Thursday, April 30, Christopher Caparelli, CFA and Evan Frazier, CFA, CAIA will be speaking…

04.20.2026

Tim Burdick and Greg Leonberger Speaking at Community Foundation of Middle Tennessee Event 5/7

On Thursday, May 7, Tim Burdick, CFA and Greg Leonberger, FSA, EA, MAAA, FCA will…

02.04.2026

Frank Valle Speaking at 2026 SACUBO Annual Convention 4/21

On Tuesday, April 21, Frank Valle, CFA, CAIA will be speaking at the Southern Association of College…

04.08.2026

Jessica Noviskis Speaking at Foundation Financial Officers’ Group 2026 Spring Meeting 4/16

On Thursday, April 16, Jessica Noviskis, CFA spoke at the Foundation Financial Officers’ Group Spring Meeting in Chicago. Jessica…

01.05.2026

Jack Sannes Speaking at CFNEIA Professional Advisor Education Series 1/28

On Wednesday, January 28, Jack Sannes, CFA, CAIA will be speaking at the Community Foundation of Northeast…

More updates

Subscribe to Research Email Alerts

Research Email Alert Subscription

Research alerts keep you updated on our latest research publications. Simply enter your contact information, choose the research alerts you would like to receive and click Subscribe. Alerts will be sent as research is published.

We respect your privacy. We will never share or sell your information.

Thank You

We appreciate your interest in Marquette Associates.

If you have questions or need further information, please contact us directly and we will respond to your inquiry within 24 hours.

Contact Us >