A Catholic Financial Workshop
Invest with Integrity
A Catholic Financial Workshop
An Evening of Insight
You are invited to a practical and informative financial workshop with Thom Duffy, Vice President, Head of Investment Advisory Services, from Knights of Columbus Asset Advisors. Thom will share valuable insights and details about investment options available to Catholics who seek to "Invest with Integrity."
Learn how you can build a portfolio that not only works towards your financial goals but also reflects your deeply held values.
Event Details
Date and Time:
Wednesday, October 15 at 7:00 PM PST.
Location:
Virtual
This event is open to the public, so please feel free to share with others who may be interested in attending.
An Evening of Insight and Fellowship
You are invited to a practical and informative financial workshop with Thom Duffy from Knights of Columbus Asset Advisors. Thom will share valuable insights and details about investment options available to Catholics who seek to "Invest with Integrity."
Learn how you can build a portfolio that not only works towards your financial goals but also reflects your deeply held values.
Event Details
Date:
Thursday, September 4, 2025
Time:
6:30 PM ET: Welcome Reception
7:00 PM ET: Presentation Begins
Location:
Cathedral of St. John the Baptist 120 Broad Street Charleston, SC 29401
Attend Your Way:
This is a hybrid event. Join us in person for the reception and presentation, or tune in from anywhere via our virtual livestream.
Reserve Your Spot Today
Ready to learn more? Registration is complimentary and helps us prepare for the evening.
This educational event is open to the public. Whether you are a Brother Knight, a friend, or a member of the community interested in values-based investing, you are welcome. Please feel free to share this invitation with family, friends, and colleagues who may find it beneficial. We look forward to seeing you there!
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A Career with Purpose
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No purchase is necessary. This event is for informational purposes only and does not constitute financial, tax or legal advice. Click here for important additional information. This information is intended for current or prospective investors in the U.S. only. KoCAA is an SEC registered investment adviser that maintains a principal place of business in the State of Connecticut. For information about KoCAA’s business operations, please consult the Firm’s Form ADV disclosure documents, the most recent versions of which are available on the SEC’s Investment Adviser Public Disclosure website at adviserinfo.sec.gov. KoCAA is a wholly owned subsidiary of KofC, one of the world’s largest Catholic Lay Organizations. Investing involves risk and you may gain or lose money on your investments. KoCAA’s status as a Registered Investment Adviser does not imply a certain level of skill or training. For additional information
visit KoCAA.com or write to kofcfunds@kofcassetadvisors.org.
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