BEGIN:VCALENDAR
PRODID:-//hacksw/handcal//NONSGML v1.0//EN
VERSION:2.0
METHOD:PUBLISH
BEGIN:VEVENT
DTSTART:20171115T013000Z
DTEND:20171115T040000Z
LOCATION:Santa Ana Country Club | 20382 Newport Boulevard | Santa Ana 92707
UID:1361120171115T013000ZA Trustee's Duty of Care Under the UPIA or...How to Avoid Being a Knucklehead
DTSTAMP:20260427T131052Z
DESCRIPTION:\n \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 \nNote: This program qualifies for 1-hour of Attorney, CPA, Professional Fiduciary and Trust Officer continuing education credit; qualifies for 1-hour for CFP's (course ID: 244336).  This program will not be submitted to the Department of Insurance for CE approval, per speakers request.\n ------\n\nJosh Yager, JD, CFP, ChFC\nManaging Partner\nAnodos Advisors\n \n \n \nJosh is a recognized content expert on the issues of fiduciary duties relating to the management and oversight of trust assets. He lectures extensively on the policies and procedures for conducting investment manager audits to CPAs, attorneys, and professional fiduciaries throughout the country. Josh is Managing Partner at Anodos Advisors and a licensed attorney. Prior to founding Anodos in 2005, Josh worked for fifteen years as an investment advisor with Mercer Advisors. \n ------\n\nNovember Meeting Sponsor\n \n[](https://www.sterlingfoundations.com/)\n \n \n
SUMMARY:A Trustee's Duty of Care Under the UPIA or...How to Avoid Being a Knucklehead - Orange County Estate Planning Council 
PRIORITY:3
BEGIN:VALARM
TRIGGER:PT18H
ACTION:DISPLAY
DESCRIPTION:Reminder
END:VALARM
END:VEVENT
END:VCALENDAR