National Guardianship Association, Inc.
174 Crestview Drive, Bellefonte, PA 16823-8516
Toll Free: 877-326-5992
Email: info@guardianship.org
 
About the Guardian and Conservatorship Investing: When to Invest and How to Evaluate Advisors and Investments: Part 1

In the first of this two part webinar, fiduciaries will learn how to: review a new case’s investments by analyzing relevant information, determine how long assets will last if expenses exceed income, and how to review existing relationships. The presenters discuss how to use Broker Check at FINRA.org to review an existing advisor and his/her firm for compliance, regulatory, or arbitration issues. Morningstar.com is also reviewed to show how to get a quick assessment of performance, risk, expenses, manager tenure, and liquidity of existing investments.

About the Presenters

Lee Anke and Ted Ong are nationally recognized experts on the UPIA (“Prudent Investor Rule”). As principals of Prudent Investors Network, an SEC registered investment advisory firm, they manage assets for public guardians, private professional fiduciaries, and family fiduciaries nationwide.

They teach the “Management of the Investment Portfolio” class in the Trust Certification program at California State University at Fullerton and are consultants to the Fiduciary Abuse Specialist Team (FAST) in San Diego.

Continuing Education Credits

This recorded webinar is eligible for one hour of continuing education credit from the Center for Guardianship Certification.

Webinar Rates
  • Part One Only: Members $55; Non-Members $80
  • Both Parts: Members $100; Non-Members $150

Rates are the same for the live and recorded webinars. Discounted rates apply only to current NGA members. Membership in a state association does not qualify for NGA member rate and only the primary contact for an organizational membership qualifies.

How do Recorded Webinars Work?
  1. Complete a printable or online order form for the webinar of your choice.
  2. Via email, you will receive a link that will be live for two weeks with purchase of the series, or one week with purchase of a single module. Click the link and take the course. Please allow 7 business days for processing of orders with study materials and 2 business days for orders with recording only.
  3. Follow the instructions in your email to verify your participation and receive a certificate of attendance.

Please order a recorded webinar only when you have time to view it. Once the link is sent to you, you have only one month (series) or one week (single module) to view it before the link is closed. We cannot accommodate extensions for recorded webinars.