"Callan College"
Customized Sessions

We'll create a session designed for you

Through a customized session, we tailor a program just for you, whether you're a plan sponsor, institutional investor, or one who provides services to institutional tax-exempt plans. Past customized “Callan College ” sessions have covered topics such as custody, industry trends, sales and marketing, client service, international, fixed income, and managing the RFP process.

Instruction can be tailored to be basic or advanced.  For more information on a customized “Callan College” for your organization, please contact Barb Gerraty.