Program Overview

Interested in learning more about the various investment management models and associated fee structures? At this SONI session, we will have a discussion about different management models (managers, advisors, banks, trust companies, etc.) and their corresponding fee structures. If you are looking to learn about the pros and cons of different structures, or just better understand your fees, this session is for you!

Launched in 2012, the annual Study on Nonprofit Investing (SONI) provides timely, relevant, actionable data about how associations and other nonprofits invest their reserves and how those investments perform. All participants receive a complimentary copy of the results and analysis report (a $450 value).

Learn more about the survey and how to participate at https://raffawealth.com.

Presenters: Dennis Gogarty, Raffa Wealth Management
Meal: Breakfast
Fields of Study: Specialized Knowledge
Amount of Recommended CPE: 1 hours
Type of Delivery Method:Group-Live
Learning Objectives: Attendees will learn about management structures and fees (asset based, flat fee, etc.) as well as how to decipher fund verses manager fees.
Program Level: Basic
Prerequisites: NONE.
Advanced preparation: NONE.
Webinar: No