Year-End Investment Check-Up

With year-end approaching, it’s time for a final portfolio review!

Do you work with your community financial institution’s investment portfolio?  Trying to figure out how to position your bank or credit union investment portfolio as the end of the year approaches?

Then you’re invited to join Bond Investment Mentor’s Chris Nelson for a special live investment training for community bankers on Wednesday, November 17!

Chris will share a step-by-step approach for your investment portfolio’s year-end review.  Plus, he’ll answer your investment questions on fixed-income investing and portfolio management.

• Get objective answers and training from a 30-year banking and investment veteran

• Bring your questions on government bonds, mortgage securities, municipal bonds, CMOs, bond analysis, Bloomberg screens, and portfolio management

• It’s like having “office hours” for community bankers!

Mark your calendar for this live training and Q & A event, and let’s help you wrap up 2021 for your community bank or credit union investment portfolio.  Or you can lay the groundwork for a strong start to 2022!

Interested in attending?  Click below to register for the session!