Meeting Title:
Modern Finance and the Prudent Investor Rule

Description of the Meeting:
How modern financial science offers a step-by-step guide to superior outcomes for trustees and beneficiaries.

Additional Information:

1. Reminder to park in the Trader Joe’s parking lot across the street, please.
2. Our regular Mentoring meeting will be held immediately after from 9:45-10:45. If you are interested in becoming a fiduciary, please attend for this valuable learning.
3. Council on Aging is a scent-free environment.
4. Please print out a copy of the presentation if you would like one for the meeting. It is being sent to you.

Speaker:
Jeff Troutner
CO-Founder, CEO and CIO of Equius Partners

Sponsor:
H.M. Vreeland Surety Bonding Services

Click Here to Register

CEU & MCLE:
Trusts: 1.25

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

Will food be served at the meeting?
Yes

Food and Menu Details:
Light breakfast of either quiche or breakfast burrito, with fruit salad, pastry, coffee, tea, and water. Vegetarian option available by request.

Management Level of Difficulty:
Intermediate to Advanced

AGENDA

8:00am
INTRODUCTIONS & GUESTS

8:00-8:15 
GENERAL BUSINESS MATTERS

8:15
INTRODUCTION OF SPEAKER

8:15-9:15
PRESENTATION

9:15 – 9:30
Q & A

9:30
CLOSE

Mentoring Meeting to follow 9:45-10:45