"Callan College"

Customized Sessions

Customized Sessions

A unique feature of the ” Callan College ” is its ability to educate on a specialized level through its customized sessions. These sessions are tailored to meet the training and educational needs of the participants, whether they be plan sponsors or those who provide 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 call Kathleen Cunnie at 415.274.3029.