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Presentation Title:
Prudent Investment Principles & Portfolio Review

Presentation Description:
This webinar will discuss the fundamental financial management obligations of trustees and fiduciaries under the Uniform Prudent Investor Act. We will identify common ways these obligations may be compromised and how these issues may be remedied.

Additional Information:
This state sponsored webinar will be complementary to current PFAC Members with a charge of $50 to non-members.

If you are interested in joining PFAC, please CLICK HERE.

Speaker Name:
Jeremy Lau, CFA®, CFP®

CEU & MCLE:
Trusts: 1.0

Date:
Wednesday, April 22, 2020

Time:
2:00PM - 3:00PM