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You may find modern crm industry. . advertise: hidden cam
Resources:
Please contact Katie Bassett to receive presentations
Available Presentations and Seminars
- Berkeley Capital Management LLC Income Equity Management
- Berkeley Capital Management LLC Growth Equity Management
- Continuing Education Seminars - for CPAs, Attorneys,
and Trust Officers
- Understanding ERISA and Employee Benefit Plans
- Uniform Prudent Investors Act: What has changed and what it means
for decision-makers
- Uniform Principal and Income Act
- 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
- UMIFA - Uniform Management of Institutional Funds Act
- Uniform Principal & Income Act
- The New Role of Dividends
Coming soon:
- Personal Trusts
- Consultant's Role - Defined Contribution Plans
Additional resources:
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About Us | Products | Personnel | Resources | Contact
Copyright 2001-2004 Berkeley Capital Management LLC.® All rights reserved.
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