Learnings from the Markets in 2020: A Guide for Church Fiduciaries

Webinar (The CEEP Network)
July 20 @ 3 p.m. ET
Event Title
Learnings from the Markets in 2020: A Guide for Church Fiduciaries
When does it start?
07/20/2020 @ 3 p.m. ET
What kind of event is it?
Webinar
Event Details

Learnings from the Markets in 2020: A Guide for Church Fiduciaries

Monday, July 20

3:00pm EDT

As churches begin to consider worship and ministry during and after the pandemic, many parishes are beginning to discuss the financial health of their endowments and foundations. During this webcast we will answer the following key questions:

What have we learned from the market environment in 2020?

Should church fiduciaries reconsider their investment and spending policy, asset allocation, fee structure, or advisory relationships?

Join our speakers from Dimensional Fund Advisors and Diversified Portfolios to discuss these and other questions facing church fiduciaries in 2020. Participants will leave the webcast with empirical evidence and key questions to ask as they consider the stewardship of the assets in their care.

Panelists include:

  • Sarah Ponder – Regional Director, CFP®, Dimensional Fund Advisors; Austin, Texas
  • Tom Post – Principal, CFP®, Diversified Portfolios; Bloomfield Hills, Michigan
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Email
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