financial planning

Understanding the Liabilities for Business Owners as Fiduciaries

$25.00

The business owner’s financial behavior drives outcomes and creates or expands boundaries for solutions. Have your clients had their ERISA 401K plan – and the related fiduciary responsibilities – put to the test? Join Maureen and Nick as they walk you through an actual plan diagnostic so you can learn how to protect your clients, the trustees of the plan, from undue liability.

(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)

Presented by Maureen Verduyn. CFP®, MEd and Nick Gardner

Click play to watch a short video about ‘Understanding the Liabilities for Business Owners as Fiduciaries’

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Description

The business owner’s financial behavior drives outcomes and creates or expands boundaries for solutions. Have your clients had their ERISA 401K plan – and the related fiduciary responsibilities – put to the test? Join Maureen and Nick as they walk you through an actual plan diagnostic so you can learn how to protect your clients, the trustees of the plan, from undue liability.

(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)

Presented by Maureen Verduyn. CFP®, MEd and Nick Gardner

Click play to watch a short video about ‘Understanding the Liabilities for Business Owners as Fiduciaries’

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