Webcast Sponsored by the AICPA

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 and USE the PFA Portfolio Analyzer and Test a Portfolio at No Cost >>http://precisionfiduciary.com/resources/ <<