The 2019 GCMFA Compliance, Tax & Accounting Workshop

Tuesday, October 22, 2019 Scripps Center 312 Walnut Street, 10th Floor Conference Room Cincinnati, OH 45202 11:00 am- 1:30 pm Event will cover compliance, tax, and accounting topics from the 2019 ICI Conferences Topics Include: Compliance Hot Topics Current Accounting/SEC Developments Security Valuation Issues Tax Update The Seminar is open to all employees in your organization, a benefit of your membership and participation in the Greater Cincinnati Mutual Funds Association. Boxed lunches will be provided. Please forward this notice to other associates who may benefit from participation...

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21st Annual Mutual Fund Basic Training Workshop

Friday, November 8, 2019 Pictoria Tower 1st Floor Conference Room 225 Pictoria Drive, Cincinnati, OH 45246 8:30 am- 1:00 pm   Chris Minton is our speaker for this half day training course is designed to provide attendees with a comprehensive understanding of how mutual funds are structured, assessed and sold. The following key areas will be covered during this training: Part I: Fund Basics – we’ll take a look at common mutual fund objectives, the risk/reward characteristics of the securities they invest in, and the advantages associated with mutual funds. Part II: Purchasing Mutual...

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