Private Fiduciary Best Practices скачать в хорошем качестве

Private Fiduciary Best Practices

Meredith Taylor, VP of PFAC, and Principal Fiduciary at IMT Associates will discuss an on-boarding process that supports both the family, client and fiduciary in having a successful relationship. She will review this process focusing on parent and client involvement from the start. The goal is for the family to know that they will have an advocate and support system in place for the future. This provides structure and a sense of relief that their loved one will be taken care of if something should happen to them. To sign up for our mailing list a get the form for MCLE credit - go to https://www.gspt.org/attorney-resources For a copy of the PowerPoint - go to https://www.dropbox.com/s/4xgwcgaomr7... For a copy of the handout on questions to ask a fiduciary - go to https://www.dropbox.com/s/lgvr4zmemrs... To find out more about IMT Associates - go to http://www.imtassociates.com/ To learn more about PFAC = go to https://pfac-pro.org/ To be on our mailing list - email amy@gspt/.org To subscribe to our YouTube Channel - go to    / achievingindependence