Wisconsin Financial Literacy Foundation will host its 6th Annual Charity Golf Outing. It promises to be a great afternoon of golf, networking, and camaraderie. Share the experience with a client…or potential client. Do some business, hit a few balls, and meet fellow like-minded professionals.
Agenda
- 10:00 am – Registration and Boxed Lunch – Practice Facilities will be open
- 11:30 am – Shotgun Start, Scramble Format
- 5:00 pm – Outdoor Reception & Awards
Village of Brown Deer has passed a resolution requiring masks and that our Club is requiring masks be worn by all attendees whenever in indoor spaces. Outdoors on the golf course it will remain optional.
This event is also an opportunity to raise awareness and support financial literacy. $20 of each registration fee will be donated to SecureFutures, a local organization empowering teenagers with financial literacy education and real-world lessons. Visit their website for more information.
Through the generous donations and sponsorship’s, WFLF was able to raise $24,865 at the 2020 Golf Outing to support SecureFutures a local organization that provides teen financial literacy programming and resources that empower students to make sound financial decisions!
Expect Miracles Foundation is proud to present the 4th Annual Expect Miracles Atlantic Coast Classic. Inviting the New York financial community and beyond to join us at Fiddler’s Elbow Country Club in Bedminster, NJ. Senior financial industry executives will hit the links, to join together and raise funds for cancer research.
Find out more here.
The Tax and Accounting Conference will be back virtually this fall. Join us on September 21, 28, and October 5 to learn the latest information on tax and accounting issues affecting investment companies.
Conference registration will open in late July.
Conference highlights
- Three days of content, with the opportunity for interactive Q&A on most panels
- CPE credits for attendees who view the panels live
- Interaction with your peers in real-time group discussions
- Daily sponsored thought leadership sessions for additional conference content
- Program and more conference details coming soon!
For additional information visit the website here.
The 2021 Morningstar Investment Conference will be a hybrid event that reflects our gradual steps into a post-pandemic world. Sessions will be viewable online, and in-person at McCormick Place. Join us in Chicago (from wherever you are) for research, insights, and analysis that can help you find long-term investing solutions for today’s new normal and the challenges of tomorrow.
More information found here.
Please save the date, September 22, 2021 to attend our
Reconnect & Re-engage, Wine with Ultimus
event.
Ultimus will be hosting an in-person networking event at New York’s Kimpton Hotel Eventi with indoor and outdoor meeting space to gather safely. We hope you are able to join us for cocktails and hors d’oeuvres while meeting our teams from Ultimus Fund Solutions and Ultimus LeverPoint.
Check back later this summer for an RSVP to reserve your spot as space will be limited.
Join us for Inside ETFs this September.
Architecture and Evolution of Portfolio Diversifying Investments
The Tax and Accounting Conference will be back virtually this fall. Join us on September 21, 28, and October 5 to learn the latest information on tax and accounting issues affecting investment companies.
Conference registration will open in late July.
Conference highlights
- Three days of content, with the opportunity for interactive Q&A on most panels
- CPE credits for attendees who view the panels live
- Interaction with your peers in real-time group discussions
- Daily sponsored thought leadership sessions for additional conference content
- Program and more conference details coming soon!
For additional information visit the website here.
Designed for all industry professionals who sponsor, analyze, market, distribute or recommend alternative investments, ADISA’s Annual Conference & Trade Show will feature key industry experts, educational panels and topical presentations.
Additional information can be found on the event website here.
The Tax and Accounting Conference will be back virtually this fall. Join us on September 21, 28, and October 5 to learn the latest information on tax and accounting issues affecting investment companies.
Conference registration will open in late July.
Conference highlights
- Three days of content, with the opportunity for interactive Q&A on most panels
- CPE credits for attendees who view the panels live
- Interaction with your peers in real-time group discussions
- Daily sponsored thought leadership sessions for additional conference content
- Program and more conference details coming soon!
For additional information visit the website here.