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- The Evelyn Brust Financial Research and Education Foundation is a 501(c)(3) nonprofit organization formed by the Investment Management Consultants Association (IMCA®) in honor of IMCA long-time executive director, Evelyn Brust. As a leader, Evelyn works tirelessly to advance the level of public education about money and investing, seeking to ensure everyone has access to the tools and knowledge needed to build a secure retirement.
Today, the Foundation takes those goals and broadens them to reach people at all stages of life — from students to young investors, seasoned professionals and retirees. Our goal is to educate the public about the importance of planning for retirement and increasing awareness of the critical need for financial security.
*****The Brust Foundation is looking for businesses and organizations in the Denver metro area to host free non-commercial financial education programs for their employees and members*****
Chambers of Commerce, Professional Associations, Networking Groups, Non-Profit Organizations and businesses of all sizes are encouraged to participate.
Sponsored by CO Securities Commissioner Fred Joseph, these programs will provide valuable retirement planning information for employees and members seeking assistance with managing their company 401Ks and personal IRAs.
Two formats are available: a 30 minute resource overview and a 1 hour presentation. Both include free non-commercial printed resource material.
Financial seminars will be provided by licensed investment counselors from The Evelyn Brust Financial Research and Education Foundation. These volunteers provide valuable information while remaining non-commercial; they may not disclose their professional firm affiliations nor promote specific investment products.
For more information please contact Jennifer Maskrey, Programs Manager
303 482 5066
jmaskrey@evelynbrustfoundation.org.
The Volunteers Behind The Foundation
The dedicated people we work with, as well as the committed organizations and associations we partner with, inspire us to develop and distribute unbiased, non-promotional financial education to the public.
Meet the people who volunteer to serve on our Program Development Committee:
Darin Snow, CIMA
Kristi Sullivan, CFP
Chuck Tobler, CFP
Eric Uhlberg, CIMA, CFP
Meet the people who volunteer to serve on our board:
2011 Board of Trustees
Chairman
Frank P. Minard
Managing Partner
XT Capital Partners, LLC
Secretary and Treasurer
Evelyn L. Brust, CAE
Founding Executive Director
Investment Management Consultants Assn.
Trustee
John F. Casey
Chairman
Casey, Quirk & Associates
Trustee
Dwight D. Churchill, CFA
Retired, Former President, Investment Services
Fidelity Investments
Trustee
Dr. Thomas J. Mackell, Jr.
Investment Advisor
Republic Holdings Corporation
Trustee
Robert M. Maynard, J.D.
Chief Investment Officer
Public Employee Retirement
System of Idaho
Trustee
Sally M. Stalcup
President
Stalcup Consulting