Placer County In Person Chapter Meeting
Tuesday, July 23, 2024, 11:30 AM - 1:00 PM PDT
Category: Chapter Meetings
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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:
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