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SUMMARY:CANCELLED - Nonprofit Alliance Committee Meeting - Sept 26\, 2023
DESCRIPTION:Topic: Endowments\n\nSpeaker: Aerial Loewen\, Stifel and YWCA Board\n\nAerial Loewen is dedicated to delivering honest\, realistic guidance and recommendations as it relates to your finances\, retirement\, estate planning issues\, and any other wealth management service you desire. As your relationship develops\, you can expect a comprehensive overview of your financial situation\, what works for you\, and a strategic outlook going forward based on current data. Aerial said\, "We all deserve a path ahead that guides us to invest in ourselves\, our futures\, and in what we care about. My mission is to develop strategies to help grow and mitigate risk to clients wealth".\n\n\n\nStifel was established in 1890\, and you don't get to 130 years of business without doing a few things right. We have built a reputation as one of the nation's leading wealth management and investment banking firms due to our top-tier service and comprehensive portfolio of financial services designed to meet the needs of a broad range of investors. Here\, we build strong relationships that stand the test of time. We truly believe in placing your needs and interests first we only succeed when our clients do. \n\n\n\n\nThe purpose of the Nonprofit Alliance Committee (NPA)\n\nTo foster collaborative relationships between nonprofit organizations in the Great Falls community\, cultivate peer mentorship and professional development opportunities to strengthen nonprofits\, and increase community awareness and support of nonprofit services.
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\nTopic: \;Endowments
\nSpeaker: Aerial Loewen\, Stifel and YWCA Board
\nAerial Loewen is dedicated to delivering honest\, realistic guidance and recommendations as it relates to your finances\, retirement\, estate planning issues\, and any other wealth management service you desire. As your relationship develops\, you can expect a comprehensive overview of your financial situation\, what works for you\, and a strategic outlook going forward based on current data. Aerial said\, "\;We all deserve a path ahead that guides us to invest in ourselves\, our futures\, and in what we care about. My mission is to develop strategies to help grow and mitigate risk to clients wealth"\;.
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\nStifel was established in 1890\, and you don&rsquo\;t get to 130 years of business without doing a few things right. We have built a reputation as one of the nation&rsquo\;s leading wealth \;management and investment banking firms due to our top-tier service and comprehensive portfolio of financial services designed to meet the needs of a broad range of investors. Here\, we build strong relationships that stand the test of time. We truly believe in placing your needs and interests first &ndash\; we only succeed when our clients do. \;\n