What You'll Learn
Financial advisors are frequently called upon by their clients to serve as trustees—or to advise clients who have taken on this critical role. Becoming a trustee is a significant responsibility, involving both fiduciary duties and potential legal liabilities.
In this insightful webinar,…
Tom Dickson
Financial Experts Network
I'm here to help! Whether you have questions about our membership plans, CE options, or need guidance on the right program, reach out below — a member of our team (often me) will get right back to you.
Have a Question?
We're Here to Help.
Get expert answers about our membership options, CE programs, webinars, pricing, and more. Call now or request a call back — we're happy to help.
Financial advisors are frequently called upon by their clients to serve as trustees—or to advise clients who have taken on this critical role. Becoming a trustee is a significant responsibility, involving both fiduciary duties and potential legal liabilities.
In this insightful webinar, the experts at Private Trust Consortium will clarify exactly what it means to serve as a trustee, including:
- The essential fiduciary duties every trustee must understand.
- Common pitfalls trustees face—and how advisors can help avoid them.
- Specific scenarios illustrating trustee liabilities and how to manage risk.
- Practical steps advisors can take to protect their clients—and themselves—from liability exposure.
Equip yourself with the knowledge to confidently guide your clients or consider trustee roles yourself, fully understanding the responsibilities and risks involved.
Reserve your spot now to ensure you're prepared to advise clients effectively and securely navigate trustee roles.
*CE/CPE Eligible: 1.0 CE credit(s) is(are) available to FEN Members with these designations: CFP, CLU, ChFC and RICP. CPA members will earn 1.0 CPE credit(s).
Field of Study: Specialized Knowledge
Prerequisites: There are no prerequisites for this session.
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
NASBA Approved
Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.