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Visit Clearstead’s Live Booth to talk with John Colla and Larry Carone, and get the chance to win a $50 Amazon Gift Card! Clearstead is an independent investment advisory firm with over 30 years of experience serving prominent endowments and foundations in the Midwest.
Times of Crisis…The Importance of a solid, strong investment policy and crisis game plan during these times. With over 50 years of experience, join Goelzer to learn more about navigating your for your foundations short and long-term financial goals. $10 Amazon gift card for all participants and raffle drawing for an iPad and AirPods!
Join in to talk about what foundations like yours can do to stay on course during challenging market conditions. You will have the opportunity to ask questions and leverage Capital Cities, LLC’s knowledge gained after 22 years in the business of advising not-for-profit institutions on investments.
Times of Crisis…The Importance of a solid, strong investment policy and crisis game plan during these times. With over 50 years of experience, join Goelzer to learn more about navigating your for your foundations short and long-term financial goals. $10 Amazon gift card for all participants and raffle drawing for an iPad and AirPods!