How Guardians Should Deal with Third Parties
This presentation will explain how the Guardian of the Person and the Guardian of the Estate should interact with third parties to fulfill their responsibilities.
Speaker: Rick Ybarra, MBA, CTFA & TxCG
Credit: 1.0 CEU | 1.0 CLE
Member Price: $25 Non-Member Price: $45
Investing and Accounting
In this presentation, attendees will learn the basics of investing. The presenters will discuss various investment vehicles, fundamentals of investing and identify the levels of risk.
Speakers: Dion Hobbs & Tracey Mathers
Credit: 1.0 CEU | 1.0 CLE
Member Price: $25 Non-Member Price: $45
The Arc of Texas Master Pooled Trust- How Pooled Trusts Can Be a Great Alternative
The Master Pooled Trust (MPT) and other pooled trusts are great alternatives to the guardianship puzzle. Presentation will discuss what a pooled trust is, how it differs from a traditional supplemental needs trust and how it fits into the guardianship landscape.
Speaker: Haley Greer, JD Director, Arc of Texas Master Pooled Trust
Credit:1.0 CEU | 1.0 CLE
Member Price: $25 Non-Member Price: $45