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Placer County In Person Chapter Meeting
Tuesday, July 23, 2024, 11:30 AM - 1:00 PM PDT
Category: Chapter Meetings
DATE, TIME & LOCATION: Date of Meeting: Time of Meeting: Location of Meeting:
TOPIC & DESCRIPTION: Meeting Title: Description of the meeting:
Teaches elements of the Uniform Prudent Investment Act (UPIA) in the context of the fiduciary standard. Discusses asset review by trustees, our duty to monitor client needs for capital liquidity, preservation, appreciation & diversification. THANK YOU TO OUR SPONSOR:
MEETING TYPE: How meeting be presented: Registration Close Date:
FOOD INFORMATION: Type of Food To Be Served:
MEETING PRICE & ACCREDITATION: Meeting Open To: Member Pricing: Non-Member Pricing: Student Pricing: CEU: Category: Level of Difficulty: SPEAKER INFORMATION: Speaker Name(s): FOR MORE INFORMATION CONTACT: |
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