Annual Sponsors: Steve Fingerhut & Paige Fingerhut,CSULB OFfice of Planned Giving, and Manufacturers Bank

Fiduciary duties under the Prudent Investor Act (California Probate Code §16047 -§16052) or How to avoid being a knucklehead.

Date: Wednesday, October 21, 2015
Time: 12:00pm - 1:30pm
Location: The Grand Event Center 4101 E Willow St 90815
Speaker: Josh Yager

EPTCLB Program and Luncheon:

Josh Yager, "Fiduciary duties under the Prudent Investor Act (California Probate Code §16047 -§16052) or How to avoid being a knucklehead. "

Many fiduciaries ask, “Am I doing all that I can to minimize my personal risk as I serve as a trustee, conservator or guardian?”  Trusted Advisors are ideally positioned to help their clients develop and administer a process which documents compliance with fiduciary duties under the Prudent Investor Act (Section §16047 -§16052).

The Grand Event Center 4101 E Willow St 90815

Josh Yager Bio

Between 1992 and 2004 I was an investment advisors responsible for over $300m of investment capital. I got to a point that I couldn’t remember all of my clients names and I wasn’t having fun any more so I quit to start my “dream job”. I established Anodos in 2005. Anodos is a consulting firm that acts as a Chief Compliance Officer for individual trustees and fiduciaries. I am a licensed attorney, a Certified Financial Planner (CFP®) and a Chartered Financial Consultant (ChFC).

 

Professional Affiliations

CalBar, Estate Planning Section

Estate Planning Counsel, Santa Barbara

Professional Fiduciary Association of California (PFAC), Affiliate Member

Financial Planning Association (FPA)

BDO Alliance Member

 

Education History

Admitted to California State Bar

Certified Financial Planner (CFP®)

Chartered Financial Consultant (ChFC)

Westmont College, Santa Barbara, CA

See Upcoming Event Calendar