Investments – State of the Market and Best Practices in Due Diligence

Wednesday, May 23, 2018 

2017 Not-For-Profit/For Purpose Breakfast Seminar

8:00am – 10:30am

The Inn at Villanova University

601 County Line Road, Wayne, PA 19087

Please join us on Wednesday, May 23rd, for an engaging discussion of best practices that will provide you with the tools to monitor your investments. Key areas will include:

  • Performing your due diligence when hiring an advisor, including the top 10 things to ask
  • Monitoring your investment advisors, including the fees you are charged
  • Checking the pulse of the current market and how it may influence the heartbeat of your investment strategy

Presenters:

  • Todd CrouthamelCPADirector, Kreischer Miller
  • Jennifer Kreischer, Senior Consultant, Kreischer Miller
  • Mark Uehling, CFP, CIMA, CRPS, and SVP of Uehling Wealth Management 

Agenda:

8:00am – 8:30am             Registration and breakfast

8:30am – 10:30am           Seminar

Click here to register