Raffa Learning Community
Raffa Learning Community
Raffa Learning Community

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Event Archive​​​​​

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  • 5/18/2017 *NONPROFIT EXCLUSIVE: WEBINAR ONLY - 2017 Study On Nonprofit Investing (SONI) Results & Analysis Presentation

    Now in its fifth consecutive year, the SONI Results & Analysis Presentation will cover the following: • How do nonprofits segment total cash ass...

    Now in its fifth consecutive year, the SONI Results & Analysis Presentation will cover the following:

    • How do nonprofits segment total cash assets among short and longer term objectives?

    • How much risk do nonprofits take with longer term investments?

    • How much do nonprofits pay for investment services?

    • How much are nonprofits earning from their investments – and what should they expect?

    Raffa Event
    • Date: 5/18/2017 12:00 PM EST
    • CPE Hours: 2.00
    • Presenter: Dennis Gogarty, RWM
    • Location: Raffa - 1899 L Street, NW, Suite 850, Washington, DC 20036
    • Meal: No Food Provided
    • Offered as Webinar: Yes
  • 5/17/2017 *NEW Rockville Location -- Primary Uses of Deferred Compensation

    This course explains the primary uses of the deferred compensation plans. It will first walk through the benefits of having a deferred compensation pl...

    This course explains the primary uses of the deferred compensation plans. It will first walk through the benefits of having a deferred compensation plan, its basic structure and important design considerations.

    Then, it will discuss the four primary uses of a deferred compensation plan - 401(k) restoration and retirement savings, taxation timing, compensation management and other planning opportunities. There will be examples to help with the understanding of the plan benefits and determining if a nonqualified deferred compensation plan is the right plan to consider.

    Raffa Event
    • Date: 5/17/2017 12:00 PM EST
    • CPE Hours: 2.00
    • Presenter: James H. Strother, AIF®, Financial Advisor, RAFFA Financial Services, Inc.
    • Location: Raffa - 1445 Research Boulevard, Ground Floor, Rockville, MD 20850
    • Meal: Lunch
    • Offered as Webinar: No
  • 5/16/2017 *NONPROFIT EXCLUSIVE: 2017 Study On Nonprofit Investing (SONI) Results & Analysis Presentation

    Now in its fifth consecutive year, the SONI Results & Analysis Presentation will cover the following: • How do nonprofits segment total cash ass...

    Now in its fifth consecutive year, the SONI Results & Analysis Presentation will cover the following:

    • How do nonprofits segment total cash assets among short and longer term objectives?

    • How much risk do nonprofits take with longer term investments?

    • How much do nonprofits pay for investment services?

    • How much are nonprofits earning from their investments – and what should they expect?

    Raffa Event
    • Date: 5/16/2017 9:00 AM EST
    • CPE Hours: 2.00
    • Presenter: Dennis Gogarty, RWM
    • Location: Raffa - 1899 L Street, NW, Suite 850, Washington, DC 20036
    • Meal: Breakfast
    • Offered as Webinar: No
  • 5/10/2017 *NONPROFIT EXCLUSIVE: 2017 Study On Nonprofit Investing (SONI) Results & Analysis Presentation

    Now in its fifth consecutive year, the SONI Results & Analysis Presentation will cover the following: • How do nonprofits segment total cash ass...

    Now in its fifth consecutive year, the SONI Results & Analysis Presentation will cover the following:

    • How do nonprofits segment total cash assets among short and longer term objectives?

    • How much risk do nonprofits take with longer term investments?

    • How much do nonprofits pay for investment services?

    • How much are nonprofits earning from their investments – and what should they expect?

    Raffa Event
    • Date: 5/10/2017 12:00 PM EST
    • CPE Hours: 2.00
    • Presenter: Dennis Gogarty, RWM
    • Location: Raffa - 1899 L Street, NW, Suite 850, Washington, DC 20036
    • Meal: Lunch
    • Offered as Webinar: No
  • 5/4/2017 The Changing Role of Today's CIO

    ​Not every organization can afford to have a full time CIO on staff. But someone will be fullfilling the role, even without the title. This seminar wi...

    ​Not every organization can afford to have a full time CIO on staff. But someone will be fullfilling the role, even without the title. This seminar will help you understand:

    • The role that a CIO fulfills within your organization​
    • Risks and opportunities that having a CIO mitigates
    • The new world of outsourced IT​

    Raffa Event
    • Date: 5/4/2017 8:30 AM EST
    • CPE Hours: 2.00
    • Presenter: Paul Williams, CIO for Hire
    • Location: Raffa - 1899 L Street, NW, Suite 850, Washington, DC 20036
    • Meal: Breakfast
    • Offered as Webinar: Yes
​"I gained more in-depth insight in to how the new regulations will affect my business."

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