Category: Financial Professional Training Session

Investment Education Session, February 12th

Community Foundation Annual Investment Education Session

February 12, 2026, from 11 a.m. – 12:30 p.m. at our office 515 Grand Avenue, Suite 202, Ames

The Community Foundation is pleased to host an education session with our investment partner Mercer. Join us for Lunch and learn more about our investment strategies designed to develop and grow your charitable dollars.

Meet Elizabeth Monticelli and Chris Cozzoni, investment consultants with Mercer, and hear their perspectives on 2025 portfolio returns, current economic trends and what that means for your charitable fund investments.

Space is Limited. RSVP Now!

 

 

Stay Tuned for Upcoming Sessions

This year we plan to host several Financial Professional Training Sessions. Certified Financial Professionals can earn 1 CFP credit. Check back for Dates and Times.