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Latest Past Events

RIA Insights – Association CFO Roundtable – What to do with Cash?


Learning Objectives: Given the recent collapse of First Republic Bank, Silicon Valley Bank, and worries about additional bank failures, many associations are rightfully concerned about their cash assets. What is the best way to protect and grow cash in the current environment? Join us for an exclusive Association CFO roundtable discussion with Raffa Investment Advisers’[.....]

Secure Act 2.0 Update


Learning Objectives: In this session, plan sponsors will: Learn about the benefits of implementing auto-enrollment features, expansions in part-time employee eligibility, new ways to help participants save and earn matching contributions, additional exceptions to the 10% early withdrawal penalty, and the ability for 403(b)s to participate in multiple employer plans. Presenters: Dennis Gogarty, President &[.....]

An Update On Nonprofit Investing


Learning Objectives: In this session, participants will learn more about current issues affecting nonprofit reserves. In doing so, you will be empowered to make better informed decisions about your nonprofit or association’s investment reserves.   Presenters: Mark Murphy, Chief Investment Officer & Joe Guest, Senior Portfolio Manager- Raffa Investment Advisers Recommended CPE: 1 Credit Field[.....]

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