Fiduciary Excellence under the DOL's Uniform Fiduciary Standard
Registration to this luncheon is closed.
There are over 5 million fiduciaries in this country that oversee or control 80% of the nation’s wealth. They are board members, trustees, consultants, lawyers and even family members. This course explores the 7 Global Fiduciary Precepts that define best practices for these stewards as defined by the Uniform Prudent Investor Act (UPIA, for trusts); the Uniform Prudent Management of Institutional Funds Acts (UPMIFA, for non-profits); and, the Employee Retirement Income Security Act (ERISA, for retirement plans). With the advent of the DOL’s new Uniform Fiduciary Standard, understanding the duty it confers on you has never been more important.
Granted 1 CFP, 1 CLE and 1 CPE credit.
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