Presentation Title
Establishing A Framework For Making Difficult Financial Decisions

Description
Establishing a decision framework helps do the right thing for the client while protecting you from liability. In our litigious society, it is imperative that you follow a consistent repeatable approach to making large and small decisions for your beneficiaries/wards. Participants will learn how to follow the 6-D decision framework when making difficult decisions: Due Diligence, Depletion Analysis, Determination of Risk, Diversification, Delegation and Documentation. We will help guardians create a defined repeatable process to help make decisions for their beneficiaries/wards. Participants will also learn how evaluate risk and to understand what they can do to reduce it as much as possible.

Speakers
Daniel Cutter, Senior Vice President, Senior Financial Advisor
Dion Hobbs, Vice President, Senior Financial Advisor
Douglas Quint, CEPA, CPFA, Vice President, Senior Financial Advisor

Credit
1.0 CE - Pending Approval
1.0 CLE - Pending Approval

Cost
Members - Complimentary*
*$25 fee for CE certificate
Non-Members - $25

REGISTER HERE

*** Note: the Zoom participation log serves in place of signing in on the Record of Attendance and notes total attendance time. Attendees must participate in the live program, in its entirety to receive MCLE credit. Partial credit will not be given.