Quad Cities Region Lunch and Learn on Investment Tools and Practices

Event Details


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Date 04/29/2014
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Time 11:30am
Location Moline Library
3210 41st St.
MolineIL 61265

Map and directions
Delivery Method In Person
Contact IGFOA

Event Cost

Event Description

Description: Grab a lunch at the Library cafe and join IGFOA Downstate Chapter for an update on wide ranging discussion on investment tools and practices with guest speaker Joe Pelligrino, Fifth Third Securities.

Fee: No fee - bring your own lunch!

Delivery method:          Group-Live

Program Level:             Overview

Prerequisites:               No prerequisites required

Advanced Preparation: No advanced preparation required

CPE Credit:                    Earn about 6.5 CPE credit

Learning Objectives - Participants that complete this session should be able to: 

  • Explain key factors to consider when investing such as diversifying; outside the box investments; short, medium and long term considerations
  • Provide a brief overview of current economic conditions
  • Identify investments to consider other than the typical ones; discuss purchasing municipal bonds, etc.
  • Examine different strategies such as laddering and bar bell portfolios

Presented by the Downstate chapter

Approved by the National Registry of CPE Sponsors

CPE SponsorsCPE Registry Illinois Government Finance Officers Association (IGFOA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

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