Meeting Register Page

Meeting banner
Partnering with Your Financial Advisor with Guest Speakers Kerrie Lloyd and Jeremy Lau of Prudent Investors
Guest Speakers: Kerry Lloyd and Jeremy Lau of Prudent Investors

This session will discuss best practices for fiduciaries to follow in working with investment advisors to determine suitability, manage risk, and minimize liability for investment decision making.

3:30 pm - 4:30 pm: Zoom participant introductions
3:40 pm - 4:40 pm: Presentation by presenter

*1.0 CEUs pending for Guardians*

Oct 27, 2022 03:30 PM in Eastern Time (US and Canada)

Loading
* Required information