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Placer County Webinar - The Fiduciary Governance Process, or How to Avoid Being a Knucklehead
Tuesday, May 26, 2020, 11:30 AM - 1:30 PM PDT
Category: Webinar

Click Here to Register

Meeting Title:
The Fiduciary Governance Process, or... How to Avoid Being a Knucklehead (1.5 CEUs + MCLEs)

Meeting Description:
Join us for a Virtual Brown Bag Lunch with Josh Yager, managing partner of Anados. This presentation will last 1.5 hours. The objectives of Josh's presentation are to: * Review fiduciary duties of care under the California Probate Code * Share “best practices” for fiduciary governance procedures * Reduce trustee’s personal liability *

Identify a process for the development and maintenance of a fiduciary's compliance library. Trustees can reduce their personal risk by creating a compliance library which demonstrates they have fulfilled each of their duties of care under the Prudent Investor Act.

Developing this library demonstrates the trustee has acted prudently and in good faith which is a prerequisite to qualifying for the exculpation clause of the state statute.

This library will include the following documents which demonstrates the trustee has fulfilled their statutorily defined obligations: • Duty to have a plan – §16047a • Duty to balance risk and return - §16047b • Duty to diversify - §16048 • Duty to pay only reasonable fees - §16050 • Duty to prudently delegate - §16052

Josh Yager, the managing partner of Anodos, is a licensed attorney, a Certified Financial Planner (CFP), and Chartered Financial Consultant (ChFC).

Josh started Anodos in 2005 after working as a cog in the investment industrial complex for 15 years. Anodos helps trustees save time, reduce their personal risk, and fulfill their fiduciary duties. We do this by helping the trustee conduct audits of the money managers to whom investment duties have been delegated. Fiduciaries have an affirmative duty to provide ongoing and independent oversight of the money managers. What makes Anodos unique is that we do not manage money or sell insurance. Doing fiduciary audits, benchmarking studies, and performance attribution is all we do.

Speaker Name:
Josh Yager, Managing Partner of Anodos

Trusts: 1.5

Meeting Date:
Tuesday May 26th, 2020

Meeting Time:
11:30AM - 1:30PM

Meeting Price:
Members: $20
Non-Members: $25

Management Level of Difficulty:
Beginning to Intermediate
Intermediate to Advanced

Food and Menu Details:
Your food, your menu. You might consider the very exciting menu that may exist in a typical brown bag lunch. Or, you can go with gourmet, or leftovers. No matter what you choose you can be neat or messy because nobody will see you eating (at least not via the webinar).

Contact: Lori Cochrane - [email protected]