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Sessions so nice, we booked them twice! 

Now you don’t have to decide between two great sessions scheduled at the same time. Here are the sessions we’ve scheduled twice to make sure you don’t miss out:

Wednesday, Sept. 25 at 1:30 and 3 p.m.

  • A Shot of Vitamin E - ENGAGEMENT - Every Organization can use an Infusion!
  • Active Shooter Events: How to Mitigate Loss through Preparation
  • CAM, Tax, and Insurance Recoveries for the Property Manager
Back To Schedule
Thursday, September 26 • 1:30pm - 3:00pm
Chasing Excellence in Financial Planning

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Do you provide retirement plans to your management organization staff? Do you want to learn more about your own personal financial planning? Rothschild Investment Corporation will discuss the wealth management process of defining goals, crafting investment plans designed to achieve those goals and managing the execution of those investment plans. These financial planning experts will touch on common pitfalls of retirement plans and other legal and operational landmines.
Speakers
avatar for Luke Novak

Luke Novak

Luke Novak joined Rothschild Investment Corporation in 2004 and oversees the firm’s Consulting Practice which is responsible for managing the assets of wealthy families, high-net-worth individuals, foundations/endowments, multi-generational Trust accounts, and corporations representing... Read More →

Sponsors
avatar for IREM Foundation

Chasing Financial Excellence pdf
Thursday September 26, 2019 1:30pm - 3:00pm PDT
Plaza A
  Education Sessions

Attendees (70)