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Thursday, April 23 • 12:30pm - 1:15pm
Round Table Session 2: Option 5- Investment Management Fundamentals: Understanding the basics to improve beneficiary communications

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Helping the people you serve means needing to know something about how their money is managed. This round table will introduce you to key market concepts and terminology. We’ll discuss what you need to know to communicate effectively with your beneficiaries, along with answers to their most common questions.

avatar for George Shehata

George Shehata

Vice President, Investment Advisory, True Link Financial
George is the Vice President of Investment and Product Management at True Link Financial. He has nearly 20 years of investment and technology experience, most notably, in leadership roles at BlackRock and LendingClub. George brings expertise in building investment products, technologies... Read More →

Thursday April 23, 2020 12:30pm - 1:15pm EDT