| | RSVP Options | Email | Calling (813) 855-1017 |
| Please join us at the Tampa Club on September 19 for Looking for the Exits: A Fiduciary’s Sell Strategy Under the Prudent Investor Act
with John J. Pankauski, JD, LLMAt present, legal scholars and practitioners have provided some commentary about how fiduciaries may, or should, invest and how fiduciaries should act and administer accounts. But there is less substantive guidance that specifically tells a fiduciary what is proper or improper. How is prudence exercised? Are there some specific courses of conduct that fiduciaries must take? What are the best practices?
The session will provide guidance to fiduciaries and practitioners by considering an important aspect of a fiduciary’s role: fulfilling the obligation to preserve principal by having a sell strategy as part of an overall investment plan.
John J. Pankauski, JD, LLM is is a Treasure Coast attorney who writes about estate planning, taxes and finance. | Help Our Membership Grow
Bring a colleague to the September meeting. The cost is only $40 and will be refunded if your guest becomes a member. Just let us know who your guest will be ahead of time, so we can make them feel welcome.
Cancellation & No Show Policy
Cancellations must be received by September 15. The Council must receive notification by email or by calling (813) 855-1017. Those who fail to cancel reservations in advance and who do not attend will be considered a "no show" and will be billed $40.
| | RSVP Options | Email | Calling (813) 855-1017 |
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