Placer County Chapter Meeting - Ethics of Prudent Probate Investing
Placer County - Holiday Inn 120 Grass Valley Hwy Auburn, California 95603 United States
Tuesday, April 23, 2019, 11:30 AM - 1:00 PM PDT
Category: Chapter Meetings
Title of Meeting: Description of the meeting: Don't miss this important discussion about: The Evolution of the Fiduciary Standard of Investment; Effect of the Suitability Standard; Fees of High Cost Investment Products; Beware of Financial Products - “If You Can’t Understand It In 30 Seconds, Don’t Buy It”; Person Centered Planning - Assessment of Client Needs, Determine Budgets & Investments; Budgeting and Forecasting; Risk Determination; Fiduciary Standard - Uniform Prudent Investor Act; Delegation & Liability; Applicable Probate Code - PROHIBITED INVESTMENTS; Judicial Council Form - “The Accounting Balances, but…”; Observations on Court Accountings; Case Studies, and more. Our presenter, John Schoeppach, is a Senior Vice President with the Special Needs Team at Merrill Lynch. Headquartered in Folsom, California, John leads the team’s outreach within Sacramento,Northern California, and Nevada. John is a graduate of the United States Military Academy,West Point, and is a Retired Lieutenant Colonel and Airborne Ranger. He joined MerrillLynch in 1991. Closely attuned to the distinctive needs of special-needs, disabled, and elderly individuals, John develops tailored financial strategies designed to promote their long-term financial security and well-being. He brings extensive knowledge of wealth strategy and investment management for Special Needs Trusts and other court-supervised trusts, as well as probate investing for Conservatorships and Guardianships. Active in the community, John facilitates ongoing education for disability organizations, attorneys,professional fiduciaries, and CPAs. Speaker's Name: Sponsor: CEU & MCLE: Click Here to Register
PFAC Members Only? Members Price: Will food be served at this event?: Food and Menu Details: Management Level of Difficulty: Agenda: 11:30 AM – Noon Gather, socialize, buffet lunch served. Noon – 12:50 PM Presentation 12:50 PM – 1:30 PM Question / Answers
Contact: Lori Cochrane - [email protected] - 916-705-7309 |