In this episode of the Rise & Shine webinar series, Pat Roenigk, senior director of gift planning for Penn State University, provides helpful tips and suggestions for financially concluding the year, with special attention to the CARES Act. Dr. Greg Filbeck, director, Black School of Business, and Aaron Filbeck, associate director of content development at CAIA Association, discuss the investment strategies beyond 2020 with a focus on a broad overview of what to expect in the new year and beyond.
This webinar was held and recorded on Thursday, December 3, 2020.
Rise & Shine webinars share exciting updates and provide educational information about programs and initiatives happening at Penn State Behrend. They are organized by the college's Office of Development and Alumni Relations.