Crisis Management:  Investment Reserves - Are Your Investments Safe?

Topic

Empowering nonprofit leaders to a higher level of oversight

Downloads

Crisis Management (PPT)
FDIC Limit Increase (PDF)
Money Market Funds Guarantee (MHT, HTML)

Description

This webinar will address;

  1. 1. Understanding the new FDIC limits and Treasury money market insurance program
  2. 2. Money market accounts vs. Money market funds – What’s the difference? Which is safer?
  3. 3. Is your Investment Policy ready to lead?
  4. 4. What risks can I eliminate today – without sacrificing long term returns
  5. 5. Down market opportunities

In this webinar you’ll learn;

  1. 1. How to protect you operating and short term reserves in the short term
  2. 2. The key decisions that should be being made objectively by your investment policy
  3. 3. How to eliminate risks without sacrificing long term returns
  4. 4. How to take advantage of down-market buying market opportunities without speculating

 

Date: Tuesday, October 21, 2008
Time: 12:00pm – 1:00pm
Place: Conference Call - Instructions to follow

 

  • Discussion Leader

  • Dennis P. Gogarty, CFP®
    President
    Raffa Wealth Management, LLC

  • About the discussion leader

  • Dennis Gogarty has been a consultant to nonprofits since 1994 and he has been active in promoting the need for increased investment education in the sector ever since.  Dennis' speaking engagements include a series of discussions for the Council on Foundations titled “Investment Leadership – Taking Back Control”.  Dennis has spoken extensively about the fundamentals of investing and 'efficient markets' as well as the opportunities and challenges of socially responsible investing.  Dennis is a graduate of Georgetown University’s Certificate in Financial Planning Program.  He is a member of the Audit Committee of StreetLaw - a practical, participatory education about law, democracy, and human rights.  He is a member of ASAE’s Finance and Business Operations Section Council.  He is also an active member of the Financial Planning Association and a volunteer for the Foundation for Financial Planning and the Certified Financial Planning Board of Standards.

    About Raffa Wealth Management, LLC

  • Raffa Wealth Management, LLC is an independent investment advisor that specializes in providing the resources nonprofits need to maintain strong governance, performance, and oversight standards in the management of their investment reserves.