Event Details
Join us to learn more about:
- The purpose and importance of investment policy statements.
- Investment policy templates.
- FDIC Insurance and FDIC Insured accounts.
- Differences between bank accounts and investment brokerage accounts.
- Allowable or "most commonly used" investments.
- Components of different investment types (terms, taxation on interest, etc.)
- Investment strategy techniques utilizing association cash flow forecasts.
- Tips for finding the right financial consultant for your association.
- Current economic forecast and how it applies to your association's funds.