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/