FIDUCIARY AWARENESS DAY

Promoting an awareness of fiduciary compliance featuring fiduciary standards and practices

Educational services, namely, providing training programs, workshops, webinars, and seminars in the field of fiduciary responsibility, best practices concerning financial planning, fiduciary compliance, financial investment, fiduciary responsibility and financial portfolio management and issues relating to divorce, business succession, pension planning, estate planning, charitable gift planning, retirement, benefits, and stock arrangements