EVOLVE Philanthropy: THE “WINEY” MARKET
THE “WINEY” MARKET: CFWM’s Investment Strategy 101 Perfect for Donors, Fundholders, and Professional Advisors Monday, August 21, 2023, 4:00 to 6:00pm Description: Our investment team will pair an investment update with a local wine and cheese tasting. Our time together will feature an overview of our investment approach, asset allocation, and recent returns. There will be […]