Non profit Legal Webinar: OAG Presentation - YouTube
17. 11. 202047 zhlédnutíBeth Short, Director of Outreach and Education, from the Ohio Attorney General’s Office, will give a presentation on Board governance, the Board’s fiduciary ...
IAA Membership Overview - YouTube
10. 10. 2022215 zhlédnutíIAA is here to serve YOU, the fiduciary investment advisory firms. Let our Vice President of Membership, Alain Taylor, explain some of the great advantages t...
Conflicts of Interest Involving HOA Boards of Directors (2…
8. 1. 20216 665 zhlédnutíWhat is a conflict of interest and what are homeowner association boards of directors required to do when faced with a potential breach of their fiduciary du...
2022 Annual General Meeting for AfrikaBurn - YouTube
29. 11. 202251 zhlédnutíThe yearly meeting of the AfrikaBurn board of members. This is where our board upholds it's fiduciary and governance actions and responsibilities. Anyone may...
Podcast: Genesis Planning 101 for Young Professionals - YouTube
21. 3. 20226 zhlédnutíJoin Brennan Hollenbeck, Accredited Investment Fiduciary, Wealth Advisor, for an in-depth look into Genesis Planning, a modern, streamlined, and interactive...
WHAT Shape WILL THE Economic Recovery TAKE: V, W, U, or L MAY 7…
7. 5. 20207 zhlédnutíIn this on-demand webinar, Anthony Valeri, Investment Director for Wealth & Fiduciary Services, reviews the economy and financial markets along with what eco...
Can I Afford To Retire? - YouTube
Před 7 měsíci110 zhlédnutíIf you're getting ready to retire or thinking about retirement, it's important to get your finances in order. The first step is meeting with a Fiduciary Advi...
Framing | Ethics Defined - YouTube
18. 12. 201824 tis. zhlédnutíA Fiduciary Duty is a legal obligation to act in the best interest of another rather than one’s self. This video is part of Ethics Defined, an animated libra...
Meet your team | Thayer Financial L.L.C. - YouTube
27. 4. 2020522 zhlédnutíThayer Financial provides a high impact and unique experience for our clients. By focusing on fiduciary retirement planning and investment management we are ...
Building Blocks for Nonprofit Board Members – Balance Sheet and…
15. 1. 202163 zhlédnutíBoard members have fiduciary responsibilities for the organizations they serve, but what does this typical phrase really mean? What items should board membe...
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