Do you know where your association's Reserve funds are invested?
Do you know if your association has a 5-year investing and expenditure plan?
Do you know if your association has an investment policy and follows it?
Join us to learn more about:
The need to invest Reserve funds.
The purpose and importance of investment policy statements.
FDIC Insured accounts versus U.S. Treasury Notes & T-Bills
Allowable or "most commonly used" investments.
Components of different investment types
Tips for finding the right financial consultant for your association.
HOA U - Investing for the Future of Your Association is approved for 1.5 CEUs by Community Association Managers international Certification Board (CAMICB) to fulfill continuing education requirements for the CMCAยฎ certification. www.camicb.org