Orphans of the Storm | Ethics in Trust and Retirement Plan Management CLE Event

June 12, 2024 at 4:30pm6:30pmToday
James R. Carlisle, II, Robert Fragasso
A Mano Eatery

250 South Water Street, Kittanning, PA 16201

Fiduciary standards dealing with retirement plans and trust management and the roles of the various fiduciaries serving those plans are structured by law and precedent. Your clients are fiduciaries, as are you if you are responsible for the plans of your own practice. Once fully understood those fiduciary standards must be implemented within the plans’ investment management process. This two-hour course will provide the full range of information necessary to accomplish the role of a fiduciary, and it includes one hour of ethics credit.

*$37.50 donation with check payable to Orphans of the Storm*

For more information, click HERE.