Event Details

If you live in or manage a community association:

  • 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

Jun 10, 2025

11:30 AM - 1:30 PM (PDT)

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Lake Forest II Master Homeowners Association
24752 Toldeo Lane
Lake Forest, CA

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Speakers

  • Genae Affrunti (SVP/Investments, Sr. Financial Consultant at Capital Reserve Group - Comerica Financial Advisors)

    Genae Affrunti

    SVP/Investments, Sr. Financial Consultant at Capital Reserve Group - Comerica Financial Advisors

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  • Richard Williamson (Treasurer at Citrus Square Community Homeowners Corporation)

    Richard Williamson

    Treasurer at Citrus Square Community Homeowners Corporation

    Read Bio

Documents

HOA U Investing for the Future of Your Association 2025 Flyer.pdf

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Attendee Ticket
Member Price Complimentary
Standard Price $25
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