Next Meeting:
Wednesday, May 15, 2024
Three Pathways to Sustainable Finance - Socially Responsible Investing
Site Links:
Event Page: (https://www.callutheran.edu/centers/nonprofit/lg/)
Event Agenda: https://www.callutheran.edu/centers/nonprofit/lg/looking_glass_agenda.pdf)
See Upcoming Event Calendar
May 15, 2024
Lloyd Kurtz, MBA, CFA®, SVP, Senior Portfolio Manager, Montecito Bank & Trust
See Event Details
July 17, 2024
July Council Event - Roundtable Discussion
Roundtable Discussion – Case Study
September 18, 2024
September Event - TBD
TBD
November 20, 2024
Charitable Remainder Trusts and Charitable Lead Trusts
Paul N. Frimmer
See Full Calendar
Join our Mailing List!