A note from Knut A. Rostad
In September 2018, the Institute awarded the Frankel Fiduciary Prize to Harold Evensky at Texas Tech in Lubbock. While on campus I spoke before several classes and saw first hand the interest of students in the subject of fiduciary duties.
Since then, in collaboration with two Personal Financial Planning (PFP) programs, we identified fiduciary topics to offer in one-hour webinars. The first program was launched in September 2019. We welcome feedback from students and professors at firstname.lastname@example.org.
Joining a Fiduciary, Fee-Only Firm: What You Should Know – March 23, 2020
Hosted by Pagnato Karp, sponsored by the Institute for the Fiduciary Standard, and featuring Anne Marie E. Ashworth, Stephanie H. Spies, Brian K. Scheiss, and moderated by Devin Baker.
Fiduciary Fundamentals for Financial Planning Students…and Advisors Wanting a Refresher – November 11, 2019
What is Reg BI? – September 23, 2019
Hosted by Pagnato Karp featuring Knut A. Rostad, Dan Moisand of Moisand Fitzgerald Tomayo, and moderated by Skip Schweiss of TD Ameritrade.