Bring all of your financial questions; Do you have a plan for large gifts? Are you able to accept stocks? Art? and other items? Should you have multiple accounts? Retirements plan options for small one-person nonprofits to large nonprofits. And so much more.

Speakers include:
Ryan J. Ward, CFP®
First Vice President, Financial Advisor
Portfolio Management Director

Ross O’Connor, CFP®, CPWA®
Senior Vice President, Financial Advisor

Timothy Grajko, CRPS®
Financial Advisor

Monique Oerth, CFP®, MBA
Vice President
Financial Advisor

*This is not a sales pitch, We want you to have all the financial tools for your nonprofit to succeed*