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Is Asset Management Worth the Fuss? | BFB Gallagher 2017

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With the cost of healthcare and other employee benefits on the rise, investment portfolios may be an appropriate solution, but what questions should credit unions be asking? This presentation will focus on the ins-and-outs of investment portfolios, as well as the regulatory landscape and due diligence requirements that should be top-of-mind when considering these types of investments.

Published in: Business
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