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DTSTART:20151021T190000Z
DTEND:20151021T203000Z
LOCATION:The Grand Event Center 4101 E Willow St 90815
UID:1193820151021T190000ZFiduciary duties under the Prudent Investor Act (California Probate Code §16047 -§16052) or How to avoid being a knucklehead.
DTSTAMP:20260305T165234Z
DESCRIPTION:\nEPTCLB Program and Luncheon:\n \nJosh Yager, "Fiduciary duties under the Prudent Investor Act (California Probate Code §16047 -§16052) or How to avoid being a knucklehead. "\n \nMany 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).\n \nThe Grand Event Center 4101 E Willow St 90815\n \nJosh Yager Bio\n \nBetween 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).\n \n \n \nProfessional Affiliations\n \nCalBar, Estate Planning Section\n \nEstate Planning Counsel, Santa Barbara\n \nProfessional Fiduciary Association of California (PFAC), Affiliate Member\n \nFinancial Planning Association (FPA)\n \nBDO Alliance Member\n \n \n \nEducation History\n \nAdmitted to California State Bar\n \nCertified Financial Planner (CFP®)\n \nChartered Financial Consultant (ChFC)\n \nWestmont College, Santa Barbara, CA\n
SUMMARY:Fiduciary duties under the Prudent Investor Act (California Probate Code §16047 -§16052) or How to avoid being a knucklehead. - Estate Planning and Trust Council of Long Beach 
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DESCRIPTION:Reminder
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