Unlock fiduciary excellence with this combination: 2 – 8 – 21. Speaker Blaine Aikin will cover two foundational fiduciary principles and eight precepts common to all major fiduciary laws to provide a decision-making framework for all investment fiduciaries. He will then introduce attendees to the “Prudent Practices for Investment Stewards” handbook that covers 21 fiduciary best practices that are substantiated in law and regulation. All attendees will receive a complimentary copy of the Handbook, which is published by fi360, Inc., the organization Mr. Aikin leads as CEO.
Please feel free to reach out to WP&BC with any questions.
Direct Questions To:
Kristen SanchezChapter Administratorinfo@wpbcdenver.org
PO Box #13
Parker, CO 80134