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November 10, 2021, Wednesday: Endowment Spending Outlook: Should You Change Your Policy for 2022?

< 1 min read
Join RegentAtlantic Wealth Advisors Lesley Draper, Jim Sonneborn, and Dave Pettit for a discussion on key considerations for sustainable endowment spending strategies in 2022.

Topics will include:

  • Aligning mission and long-term strategic plan
  • Factors to consider when designing your spending policy
  • Testing impact on portfolio values and spending amounts
You can no longer register for this event as this webinar has passed. Please see recording below.
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