Overview

There can be many types of fees involved when investing and often it can be hard to determine whether those fees are “worth it”. In this session, Raffa Investment Advisers, an investment adviser created specifically for nonprofits and associations, will detail the common fee structures within an investment portfolio and show how you can enable your volunteers to determine whether those fees are justified. Learn best practices along the way for supporting volunteers in their oversight and decision making related to your investment reserves. Effective oversight of your nonprofit or association’s investments can and should be straightforward – we hope you can join us!

Moderator

Gery Ivanova, Partner, Assurance Services, Marcum LLP

Presenters

Dennis Gogarty, CFP®, AIF®, President, Raffa Investment Advisers
Ryan Frydenlund, CIMA®, CIPM, Director of Operations, Raffa Investment Advisers

CPE CREDITS