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ORGANIZER;CN=Mark Johnson:MAILTO:mjohnson@b2bcfo.com
SUMMARY:THE FENG: Cash Optimization Strategies - Leveraging the Power of Cash Segmentation
LOCATION:Join Zoom Meeting\r\nhttps://us06web.zoom.us/j/84558117783\r\nMeeting ID: 845 5811 7783
DESCRIPTION:Topic: Cash Optimization Strategies - Leveraging the Power of Cash SegmentationSpeaker:&nbsp;James Dufresne, Vice President | Senior Wealth Advisor CF, Bell Bank&nbsp;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- ConclusionSpeaker'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.&nbsp;Education:- Bachelor’s degree in business from Arizona State University- CERTIFIED FINANCIAL PLANNER™ designation from American College
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