PROGRAM SUMMARY:
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.
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ATG’s remote-learning system enables you to participate in MCLE without leaving your office. Register via e-mail. No software downloads or cumbersome add-ons — just a Flash-enabled* web browser, which you probably already have! Click here for more information.
*NOTE: After May 19, 2008, users must update their Flash Player to version 9 or greater. To install Adobe Flash Player version 9, click here.
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CONTINUING LEGAL EDUCATION INFORMATION:
ATG is an Illinois Accredited Continuing Legal Education Provider. This program qualifies for 1.50 hours of MCLE credit in Illinois and 1.50 hours of CLE credit in Wisconsin and Indiana.
WHO SHOULD ATTEND:
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.
ATTENDEE RATES:
The following per person rates apply for this program:
- FREE | ATG Trust member attorneys
- $50 | All others
ABOUT THE SPEAKERS
- Robert Lopardo, President, ATG Trust Company, Chicago, Illinois
- Steven Tonhaiser, Chief Investment Officer and Certified Financial Analyst (CFA), Feldman Securities Group, Chicago, Illinois
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REGISTER:
On-Line Form
Each person attending must register separately. You will need external speakers or headphones (see requirements).
This program provided by
Learn more:
About ATG
Subsidiaries
Benefits of ATG Membership
Membership Application Form
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