Join us as we define your association’s investment options and how to deal with your reserves during inflation!
✅ Is a Reserve Study right for you? 👉

With today’s high inflation, are you taking proper care of your reserve funds on-deposit? In this webinar, featuring community association investment expert Dave Lynn, we focus on the precious reserve funds you’ve set aside. Do your standards of care measure up? What are your goals and responsibilities? Do your choices change if you have $50,000, $500,000, or $5,000,000 in reserves? How do you face the inflation challenge? Join us to learn more!
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00:00 What we’ll cover
00:56 Intro: Association Roles
02:15 Board / Manager Role
03:50 Reserve Study Professional Role
04:11 Investment Counselor Role
04:41 Investment Options & Processes
21:29 Working with Inflation
26:51 What’s a healthy budget
27:31 What your association’s success looks like
28:51 UPlanIt: Online Reserve Calculator
29:46 Association Reserves Resources
30:10 Lynn Wealth Management

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LEARN ABOUT: Investing During Inflation

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