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Webinar for Financial Planners: “How to Keep Fiduciary Clients Out of Hot Water”
June 28 @ 1:00 pm - 2:00 pm
Eric J. Einhart, Esq. welcomes you to his upcoming webinar on, “How to Keep Fiduciary Clients Out of Hot Water”, where he will discuss the due care and due diligence required of a fiduciary, types of misfeasance and malfeasance that commonly get fiduciaries into trouble, reviewing documents to identify important provisions, when is judicial intervention needed, and best practices for representing fiduciary clients. He will also answer any questions you may have.
Eric will discuss the following topics:
- Understand Duties of Fiduciary Clients
- Identify Common Breaches of Fiduciary Duty
- Draft Documents to Avoid Fiduciary Liability
- Establish Best Practices for Representing Fiduciary Clients
CLICK HERE to register!
Submit any further questions to Ashley in our office at [email protected]