Missouri Chapter Lunch & Learn: Fiduciary's Handbook

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Missouri Chapter Lunch & Learn: What Your Financial Advisor Isn't Telling You: A Fiduciary's Handbook and Roadmap to Standardized Procedures and Investment Succes presented by Darryl Lynch, AIF® and Peter Palumbo, AIF® will take you step-by-step through the process and procedures of fulfilling your responsibilities as a conservator and reducing your liability at the same time. You will gain useful tools, techniques and samples forms to use as a guide when working with client's assets. These techniques will allow you to reduce your liability and learn industry secrets that most financial firms don’t want you to know. 1.1 hours of CLE approved in MO and pending in KS

Aug 8, 2024, 12:00pm to 1:00pm

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When
8/8/2024 12:00 PM - 1:00 PM
Central Daylight Time
Where
Zoom Virtual
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