| | | | OnDemand Program:
Investing as a Fiduciary: ATG Trust Company’s Investment Strategy and Process |
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| Description: | Investing for the future is vital for everyone but never simple. The last year and more has made that plain. More than ever, people need someone to help them make wise choices in their financial and estate planning today and into the future. This program will help you become the trusted adviser they're looking for.
The goal of ATG Trust is to position the estate planning attorney to meet these client needs. Get in-depth instruction from our experienced speakers in the processes that estate planning attorneys can use to monitor investment strategies for their clients. Learn how ATG Trust does the following:- Selects investment tools, including mutual funds and individual securities;
- Handles the investment process from macro, strategic, and tactical viewpoints;
- Develops an investment policy for each account; and
- Implements and manages those policies.
| This program provided by
| | Speakers: | Christopher LaPorta, ATG Trust Company Trust Administrator, Chicago, Illinois
Robert Lopardo, ATG Trust Company President, Chicago, Illinois
Terrence McCormick, ATG Trust Company Vice President and Trust Officer, Chicago, Illinois
| | MCLE hours: | 1.50 MCLE credit in IL only | | Audience: | Lawyers who desire first hand knowledge of the trust investment process in order to advise clients who either act as trustee or are seeking a qualified trustee
First time taking one of our OnLine seminars? See FAQs/System Requirements. | | Attendee per person rates: | ATG Trust members
| Free
| After purchase, click the "Open Event" link for this seminar and submit the form to register.
NOTE: To receive CLE credit, each attorney must register separately.
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All others
| $50
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[Originally held 9-23-09; Last update: 10-27-09]
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| Seller: |
eoldham |
| Feedback: |
2 Rating(s), 50% Positive |
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