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Financial Advising with Dan Morris
July 9, 2019 @ 11:00 am - 1:00 pm
Hosted by High Point Financial Group:
Office Hours are a causal, low-commitment way to meet and get expert advice from Enterprise Members of our Community Program (service providers and consultants working in global development).
This July we’ll have Dan Morris, a financial advisor with High Point Financial Group. Dan offers guidance to non-profits in two verticals: tactical work with non-profits around benefits, and business planning and strategic planning for planned-giving with donors/boards. Dan has been working with non profits for more than 20 years as an advisor, board member, and works with Community First Foundation on their Professional Advisory Council to support education for non-profits.
Schedule time to talk with Dan if:
- You want to know more about retirement plans for employee retention.
- You want to know about constructing an Investment Policy Statement and reserve fund management.
Please RSVP by contacting Dan directly at firstname.lastname@example.org. He will be available for 20 minute sessions from 11am-1pm.