Loading Events

« All Events

  • This event has passed.

Webinar: Establishing A Framework For Making Difficult Decisions

October 18, 2022 @ 1:00 pm - 2:00 pm CDT

LIVE EDUCATIONAL WEBINAR SERIES

Date
Tuesday, October 18, 2022

Time
1:00 pm to 2:00 pm

Title
Establishing A Framework For Making Difficult Decisions

Speakers
Texas-based experts in the financial services field include:

  • Daniel Cutter, CRPC, Senior Financial Advisor
  • Doug Quint, CEPA, CPFA, Senior Financial Advisor
  • Dion Hobbs, Senior Financial Advisor
Description
Establishing a decision framework helps do the right thing for the client while protecting you from liability. In our litigious society, it is imperative that you follow a consistent repeatable approach to making large and small decisions for your beneficiaries/wards. Participants will learn how to follow the 6-D decision framework when making difficult decisions: Due Diligence, Depletion Analysis, Determination of Risk, Diversification, Delegation and Documentation. We will help guardians create a defined repeatable process to help make decisions for their beneficiaries/wards. Participants will also learn how evaluate risk and to understand what they can do to reduce it as much as possible.

Credit
1.0 CE – Pending Approval
1.0 CLE – Pending Approval

Cost
Members – Complimentary*
Non-Members – $25
*CE certificate fee $25

[maxbutton id=”14″ url=”https://txtga.memberclicks.net/webinar_101822″ ]

*** Note: the Zoom participation log serves in place of signing in on the Record of Attendance and notes total attendance time. Attendees must participate in the live program, in its entirety to receive MCLE credit. Partial credit will not be given.

Details

Date:
October 18, 2022
Time:
1:00 pm - 2:00 pm CDT
Website:
https://txtga.memberclicks.net/webinar_101822

Venue

Webinar

Thank You to Our 2024 Conference Sponsors

 

Gold Sponsors

Silver Sponsors

Bronze Sponsors

Promotional Sponsors

Exhibit Table

Badge/Lanyard