Download the webcast PDF: >>> Final 06.19.2019 webcast slides

THE 19 June 2019 Webcast Sponsored by the American Institute of CPAs

The Dangers of Ignoring a Portfolio’s Uncompensated Risk

Stewart Frank CPA/PFS AIFA and J. Ben Vernazza CPA/PFS TEP emeritus, Scott Simon JD, CFP, AIFA and Shane Barry MICPA Assn.

WHAT PARTICIPANTS LEARNED — AND YOU CAN LEARN TOO!

• The laws and regulations applicable to managing uncompensated risk, and

• How the laws are applied to portfolio management.

• How uncompensated risk is prudently monitored and managed using 
  case study examples of actual retirement and endowment plan portfolios.

• How to use your newly gained knowledge for winning significant 
  new business and increasing assets under management (AUM).

• How to GET The Portfolio Diversification Institute’s AnalyzerOptimizer                      Go to: portfolio-diversification-institute.com/