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 2

In the second part of this webinar, fiduciaries will review the process for creation of an investment plan for submission to the court, including creation of investment policies and setting goals. The basics of the Uniform Prudent Investor Act (UPIA) will be reviewed with focus on how to monitor risk, returns, and diversification as mandated by UPIA.

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 Two 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.