Title of Meeting:
Legal and Ethical Considerations When Growing Your Fiduciary Practice

Meeting Description:
Are you struggling with managing your fiduciary practice on your own? Would you like more help with your workload, but don't know how to make this happen? Whether you’re thinking of hiring your first or your tenth employee, knowing your ethical and legal responsibilities in relation to your fiduciary practice is paramount. Understand the systems you need to have in place, as well as the standards and procedures to ensure you are fulfilling your fiduciary duty. Discover best practices for hiring, training and supervising employees in your fiduciary practice, and how to end the relationship gracefully when things don't work out. Seasoned fiduciary, Meredith Taylor, and respected employment attorney, Robert Nuddleman, will help you avoid common pitfalls along the road to a bigger and better practice.

Date of Meeting:
12/10/2020

Time:
12:00PM - 1:00PM

Sponsor:
Merrill Lynch, Special Needs Team

PFAC Members Only?
No

Member Price:
$20

Non-Member Price:
$30

CE:
1.0 - Practice Management 

Management Level of Difficulty:
Beginning to Intermediate
Intermediate to Advanced 

Speaker's Name:
Robert Nuddleman and Meredith Taylor