AVAILABLE PRESENTATIONS AND SEMINARS:
Contact Kathryn Bassett for information on downloading a specific presentation

Berkeley Capital Management Income Equity Management
Berkeley Capital Management Growth Equity Management
Continuing Education Seminars - CPAs, Attorneys, Trust Officers
Understanding ERISA and Employee Benefit Plans
Uniform Prudent Investors Act- What Has Changed - What it Means for Decision Makers
Uniform Principal and Income Act Fiduciary
Responsibility & Investment Policy Statement
State of the Economy - Updated Quarterly
Growth vs. Value
Marketing Techniques and Sales Ideas for Managed Money
Indexing: Active vs. Passive Management
Tax Efficiency
Marketing to Endowments and Foundations

Coming soon:

Personal Trusts
Consultant’s Role - Defined Contribution Plans
Uniform Management of Institutional Funds Act

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GUIDESTAR.ORG
-Leads for Non-Profits and Foundations

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