Upcoming Webinar Schedule
Watch here for more updates!!!
Municipal Market Conditions and Bonds 101
Thursday, September 21, 2023
2:00 p.m. – 3:40 p.m.
CPE: 2 Hours TB
Speakers: Sergio Masvidal, Managing Director, PFM Financial Advisors LLC and Pete Varona, Senior Managing Consultant, PFM Financial Advisors LLC
Understanding Governmental 401(a) and 457(b) Plan Costs & Best Practices
Thursday, November 16, 2023
2:00 p.m. – 3:40 p.m.
CPE: 2 Hours TB
Speaker: Lisa Garcia, Retirement Plan Consultant, SageView Advisory Group
A Roadmap for Uncertain Times: Creating Better Investment Policies
Thursday, December 14, 2023
2:00 p.m. – 3:40 p.m.
CPE: 2 Hours TB
Speaker: Richard Pengelly, PFM