| | | | OnDemand Program:
Investing as a Fiduciary |
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| Description: | This program reviews the investment process as it relates to fiduciary accounts. Topics include the following:- balancing the needs of current and future beneficiaries;
- asset allocation and security selection process; and
- documentation of the investment policy and review process.
The speakers will also discuss communicating results and navigating through critical events such as significant discretionary distributions and death of a grantor or beneficiary. | This program provided by
| | Speakers: | Robert Lopardo, President, ATG Trust Company, Chicago, Illinois
Steven Tonhaiser, Chief Investment Officer and Certified Financial Analyst (CFA), Feldman Securities Group, Chicago, Illinois | | MCLE hours: | 1.50 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 8-14-07; Last update: 1-5-09]
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| Seller: |
eoldham |
| Feedback: |
2 Rating(s), 50% Positive |
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