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Event
In-Person Program
The Economy and Its Impacts on Investment
11:30 a.m. - 1 p.m.
Join us as we delve into current issues impacting the economy and investment portfolios.
Topic(s)
Event
In-Person Program
Investing in North Minneapolis: An Invitation for Philanthropy to Engage
9 a.m. - 11 a.m.
Learn about investment opportunities for PRIs, impact investments, and other philanthropic support for the Northside of Minneapolis.
Topic(s)
Resource
Finance & Legal
Financial Expertise to Implement a Mission-Aligned Investment Strategy
Access a database of peer-recommended financial advisors who are experts in mission aligned investing.
Event
Virtual Program
Fiduciary Responsibilities and Legal Basics in Family Philanthropy
11 a.m. - 12:15 p.m.
Learn about basic fiduciary duties, governance policies, legal responsibilities and more in the context of family philanthropy.
Topic(s)
Event
Virtual Program
Employee Retirement Plans: Understanding Your Fiduciary Responsibilities
2 p.m. - 3 p.m.
Join this session for an overview of a retirement plan fiduciary’s responsibilities and resources to increase your confidence in your role.
Topic(s)
Resource
Finance & Legal
Financial Due Diligence: Assessing Risk for Your Next Program Related Investment
This video takes away the mystery of conducting due diligence.