Presented by:
Joseph M. Piszczor, Stein Wealth Advisors
WCCF Personnel
Learn about the importance of ensuring that your non-profit's administrative reserve is properly invested. You'll also learn how to select an investment manager and measure their performance, how to craft an investment policy statement, how to mitigate your investment risk, and other useful tips on effectively managing your administrative reserve investment.
In addition to hearing from Foundation personnel, you'll also hear from Joe Piszczor, CERTIFIED FINANCIAL PLANNER™ with Stein Wealth Advisors.