Reviewing Your Investment Reserve Policy

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Annual Investment Policy Review, Fiduciary Training and much more!

Hosted by: Raffa Wealth Management
Presenter: Dennis Gogarty, President, Raffa Wealth Management
Meal: Lunch
Fields of Study:  Specialized Knowledge
Amount of Recommended CPE: 2
Type of Delivery Method: Group-Live
Learning Objectives: TBD
Program Level: Intermediate
Prerequisites: None
Advanced Preparation: None
Webinar: No

Time and Location


    January 23, 2019


    12:00 PM - 2:00 PM


    Marcum LLP
    1899 L Street, NW
    Suite 850
    Washington, DC 20036