Training
Provided by Lorman Education Services
BenefitsThis teleconference will bring together a panel with differing perspectives on the use and creation of investment policy statements, including outside legal counsel to address perceived problems arising from nonconforming activities; inside legal counsel to discuss techniques for ensuring that the instrument clearly and fully reflects the investor's expectations and the firm's responsibilities; and a senior member of the staff of an asset manager who can give a real life view of an
IPS 'from the trenches.' The teleconference will focus on the underlying bases for the establishment of an investment policy statement and the various techniques used to ensure that it is comprehensive and comprehensible, and adequately designed and customized to address the particular investment needs of the designated investor.
Estate planners, accountants, attorneys, presidents, vice presidents,
CPAs, controllers, business owners and managers, tax managers, financial planners and enrolled agents
| This is primarily teleseminar training |  | Contact Lorman Education Services for more information |
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| Training Presented in: | English |
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