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sullivanke

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Has anyone here ever given a presentation to faculty or others to educate about what we all fight for on this web-page? If so, is there anyone willing to attach or post this somewhere to be able to be used. We have Februaru earmarked for vendor reps to come in and I would like to offer some sort of education about this topic.

Any suggestions or prior experiences would be appreicated as well

*Did it go well, positive feedback

*any issues with liability, not being a liscensed financial person etc. etc.

THANKS>

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sullivanke,

 

I have one I put together. It deals with basics, the providers we have, the costs involve, etc.

 

I also have basic 60-40 portfolio's of all our providers that show costs. It is an excel spreadsheet and you are welcome to it.

 

 

Email me at gerryunderscorelefATyahoo.com or via PM and I will send it to you.

 

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As long as you are not putting yourself out there as a paid financial professional, I don't think there should be any liability (though I am not a lawyer) - so I would say share away.

 

Sorry, I don't have a power point presentation, but if you need some specific information, I am always happy to share.

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