Fiduciaries have a legal responsibility to act solely in the best interest of another party. Learn from our knowledgeable and experienced faculty as they take registrants through the lifecycle of a fiduciary - beginning with planning and administration, all the way through potential missteps, avoiding litigation, and finally litigation.
Along the way, our faculty will instruct attendees on how to fulfill a fiduciary's obligations in a professionally ethical manner, providing best practices and tips.
All attendees will receive the course materials as a digital book. A printed copy of the course book is available, at a discount to attendees, for $40. Additional copies are available at full price. If you wish to purchase the printed version of the course book, please call PBI customer service at 800-932-4637. Please allow up to two weeks after the program for the printed version of the course book to be shipped.
Recorded in March 2023.