Attention CPA's - Cash Management & Investment Options for Safety-Conscious Investors

Cash Management & Investment Options for Safety-Conscious Investors

This free, web-based session is designed for CPAs who work with one or more of the following client segments:
Businesses • Banks • Public funds • Nonprofits • Fiduciaries • High-net-worth individuals

This session will include information to help attendees better understand the risk tolerance profiles and other characteristics of these segments and how available investment choices, including IntraFi® services―ICS®, or IntraFi Cash Service®, and CDARS®―compare. After attending, you will be able to explain how investment needs vary by client type, the challenges posed by various investment choices, and how ICS and CDARS can meet your clients’ needs for peace of mind, returns, and convenience.
Registration link
• https://intrafi.zoom.us/webinar/register/WN_7Ilz-ccOR_aN5t8o9ORkkA#/registration

The $35 registration fee is waived for this session. Cancellations may be made at any time by contacting the session host. (Host information will be sent at the time of registration.)
For more information regarding registration, please contact (703) 292-3353, or bsandler@intrafi.com.

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