Ethics in Investing & the Fiduciary Standard
Click here to register online

This workshop will help verse participants in the various standards for financial advisors; the new Dept of Labor Fiduciary Rule; investment delegation rules, situations, and liability; a review of the UPIA; and how to model financial investing to meet the fiduciary standard; and guidelines to perform a fiduciary review of performance.

Date: Friday, August 11, 2017
Time: 8:00 AM - 9:30 AM
Sponsors: Merrill Lynch
Location: Council on Aging
30 Kawana Springs Rd.
Santa Rosa, CA 95404
Click here for map and directions
Speakers: Scott MacDonald - Merrill Lynch, Modesto
PFAC Members Only? No
This Program Is For: Newly licensed, unlicensed and experienced fiduciaries and attorneys
Cost: $15 - Members
$25 - Non-Members

Price includes meeting and breakfast with a vegetarian option.
Please bring cash or checks payable to PFAC Sonoma County to meeting.
Special Notes: Remember to park across the street in the Trader Joe's parking lot...leaving the COA parking spaces for clients.
Credits: Approved - 1.25 CEU (Ethics) / 1.25 MCLE

Please register by Thursday, August 10, 2017 (click here to register online).

Questions? Jean Dunham - 707.981.8809 or jean@fiduciaryadvantage.com