Collegiate Capital Management offers you many ways to connect with our advisors: seminars, initial consultations and campus conferences. During seminars and consultations, we educate university faculty and staff about the changing landscape of equity and bond markets as well as evolving IRS rules and university-sponsored retirement plan features that can present vast opportunities. These events are a great way to expand your financial knowledge and address your retirement planning questions.
By registering for an event, you will receive several resources including a copy of our firm’s book Steps Academics Can Take to Protect and Grow Their Portfolios.
A summary of the topics to be covered can be found under the overview section for each session. If you do not see your university or would like to request more information please contact us.
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