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

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endowment-spending-policy-outlook
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
When: Wednesday, November 10

Time: 10:00 – 11:00am

Register for this event

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