Duties & Responsibilities: “Prudent Investor Rule” & Investment Advisor Selection

The Grassi Trusts & Estates Team is proud to be sponsoring the Professional Fiduciary Council of Florida’s discussion, Exploring the duties and responsibilities of the “Prudent Investor Rule” and selection of an investment advisor.

Lisa Rispoli, Partner and Trust & Estates Services Leader, will be introducing speakers, Zack Zuroweste and Bob Persante. The discussion will be moderated by Darby Jones and CEU, CTFA, CLE, and CJE credit is available to all attendees.

Registration is free for association members and $50 for non-members.