Exploring the Duties and Responsibilities of the “Prudent Investor Rule” and Selection of an Investment Advisor 2023 | Grassi | 29 June 2023 | Online
Venue
What is Qwoted?
Qwoted is a free expert network: we help reporters connect with experts & we help those same experts build relationships with top reporters.
| Event Date |
Fri Jun 30 UTC (over 1 year ago)
In your timezone (EST): Thu Jun 29 8:00pm - Thu Jun 29 8:00pm |
| Location | Online |
| Region | Americas |
Details
Our mission is:
• To maintain high standards for membership
• To provide continuing education and support
• To enhance awareness of and respect for the work of PFCF and its members
• To work to support legislation and policy to enhance protection of the public
• To promote loyalty, integrity, and trust for professional fiduciaries
• To provide a resource for estate planning attorneys and families to seek out competent individuals to serve in the important capacities of Professional Fiduciary, Trustee, Agent under a Power of Attorney, Health Care Surrogate, Professional Guardian, Personal Representative, and more
Speakers
2023 Speakers
Lisa Rispoli
PARTNER, TRUST & ESTATE SERVICES LEADER, PRIVATE CLIENT SERVICES LEADER
Zack Zuroweste
Shareholder, at PersanteZuroweste
Robert Persante
President, at Persante Law Group
Darby Jones