When

Wednesday, October 24, 2018 from 2:00 PM to 3:00 PM CDT
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Where

This is an online event.

Contact

Kevin Quinn
Independent Trustee Alliance
214-578-2662
info@trusteealliance.com

Trust-Worthy Investment Decisions for a Trustee

The Trustee has many decisions to make with a Trust. Since the Trustee usually acts as a fiduciary, there are decisions to make with Trust investments. Richard Neely, Certified Independent Trustee will explore how Trusts influence investments, the importance of an Investment Policy, hiring investment advisors and more.

Registration is closed. This event has already been held.