SOUTHFIELD, Mich., June 30, 2009 — Southfield, Mich.-based CitrinGroup, an investment planning firm specializing in portfolio management, and Southfield-based Maddin, Hauser, Wartell, Roth & Heller, P.C. will hold a complimentary seminar entitled “Foundation Management: How to Make the Most of Investments and Engage Members in Today’s Economy.” The seminar will take place at The Community House in Birmingham, Mich. on Tuesday, July 14 at 7:30 a.m.
Jonathan Citrin, CEO of CitrinGroup, and Ron Sollish, attorney at Maddin Hauser, will host the seminar. The presentation will focus on advising foundation decision-makers on the best money management and operational practices amidst a tough economy.
With an extensive background in education and finance, and as a board member for several local non-profit organizations, Citrin will offer his expertise on investment policy, fund management in a down market and asset allocation.
Currently serving as Chairman of the Michigan Parkinson Foundation, Sollish has served on numerous local boards and has substantial non-profit experience. He will offer insight into operational issues for foundations, including how to engage boards, reduce expenses and continue to carry out foundation missions in a difficult economy.
The workshop is complimentary and breakfast will be provided, however seating is limited. Please RSVP by July 7, 2009 by calling Amanda at 248.258.2333 or email her at email@example.com. The Community House is located at 380 South Bates Street, Birmingham, Mich. 48009. For directions to the community house, click here.
Founded in 2003, Southfield, Mich.-based CitrinGroup specializes in portfolio management and advises clients on investment planning and wealth management. Since its inception, CitrinGroup has built three portfolio groups – conservative, moderate and aggressive – based on its unique optimization process. Rooted in statistical analysis and historical data, these investment groups allow the ability to achieve higher returns with lower risk than traditional investment platforms.
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