Mary Brunson, Judy Baba

Tending the Flock: Shepherding Catholic Retirement Plans

• Broschiertes Buch

Produktbeschreibung

Tending the Flock: Shepherding Catholic Retirement Plans (2013) is an up-to-date and quick read that provides valuable information, insights and information, and it is specifically written for retirement plan sponsors within Catholic organizations. The book is a comprehensive, practical guide for plan stewards of Catholic organizations written to deliver best practices for building a new secure retirement plan structure in today's post-Great Recession economy.

Produktdetails

• Verlag: IFA PUB
• Seitenzahl: 92
• Erscheinungstermin: 1. Oktober 2013
• Englisch
• Abmessung: 223mm x 147mm x 9mm
• Gewicht: 209g
• ISBN-13: 9780976802372
• ISBN-10: 0976802376
• Artikelnr.: 40050417

Autorenporträt

Mary Brunson is a wealth advisor and the vice-president of Investing for Catholics, a division of Index Fund Advisors, Inc. She is co-author with Harry Markowitz, Nobel Prize winner in economics and father of modern portfolio theory, of "Does Portfolio Theory Work During Financial Crises?" and "Can You Do Well While Doing Good?," which was added to the MBA course curriculum at the University of California, Berkeley. She embarked on the specific mission of Investing for Catholics to advance education about faith-based prudent investing with a strategy that seeks to enhance both spiritual and financial returns. Judy Baba is the liaison for Institutional and 401(k) Retirement Services at Index Fund Advisors (IFA). In this role, she provides assistance to retirement plan participants, helping them understand the various aspects of the retirement plan process. She also supports IFA advisors as a client services representative in setting up individual and corporate brokerage accounts. In previous positions, Judy worked with individuals and organizations in the development of new retirement programs.