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Meeting Title:
Marshalling Assets, Evaluating for Compliance with UPIA, and Considering Current Economic Conditions

Meeting Description:
Important things to consider as a fiduciary in managing investments.

Speaker Name:
Ted Ong
Prudent Investors

CEU:
Estate: 1.0

Meeting Date:
Thursday, October 20, 2022

Meeting Time:
11:30AM - 1:00PM

Venue Name and Address:
Weintraub Tobin
400 Capitol Mall 11th Floor Sacramento CA 95814

PFAC Members Only:
No

Meeting Price:
Members: $20
Non-members $30
Students $20

Management Level of Difficulty:
Beginning to Intermediate

Will food be served at this event?:
Yes. Boxed lunch
Vegetarian option will be available

Sponsor
Prudent Investors