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