Are you a Fiduciary? Understand your role if you manage investments, donations, or retirement plans.


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Name: Are you a Fiduciary? Understand your role if you manage investments, donations, or retirement plans.
Date: March 20, 2018
Time: 7:30 AM - 8:30 AM EDT
Event Description:
This workshop will focus on role in managing investments and donations. Topics to include: What is a fiduciary, Understanding Investment Policy Statement (IPS) Basics, and How to recognize conflicts of interests

Presented by S.E.E.D. Planning Group and HH&K
Location:
Security Mutual Building
Date/Time Information:
Tuesday, March 20th from 7:30 am- 8:30 am
Contact Information:
Steve Campbell, Director of Community Engagement at 607-217-5091 or scampbell@seedpg.com
Fees/Admission:
No cost. Free to attend.
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