Topic: Cash Optimization Strategies - Leveraging the Power of Cash Segmentation

Speaker: James Dufresne, Vice President | Senior Wealth Advisor CF, Bell Bank 

Presentation:

- What does it mean to think holistically about investing your cash?
- Investment policy
- Cash forecasting
- Cash segmentation
- Investment solutions
- Equity and fixed income review
- Conclusion

Speaker's bio:
Originally from Scarborough, Maine, James has more than 15 years of “ I especially enjoy helping clients solve their financial puzzle – making sure the investment, tax and estate planning pieces fit together as efficiently as possible, so they can maximize their net worth for living and giving. ” experience in the financial services industry. James specializes in working with business owners and high-net-worth families who are looking to coordinate their investment, tax and estate planning to accomplish their personal and f inancial goals. Outside of work, James and his wife, Jillian, have three children and enjoy various youth sports and volunteer activities in the greater Phoenix area. 

Education:
- Bachelor’s degree in business from Arizona State University
- CERTIFIED FINANCIAL PLANNER™ designation from American College