How to Manage Your Fiduciary Risk – Hallmark of Good Stewardship Breakfast Seminar a Success!

Thank you to all of our clients, current and future, and friends for joining us for breakfast at the Burntwood Tavern to hear Andy Larson from Columbia Threadneedle’s Learning Center cover best practices for minimizing fiduciary liability. We loved hosting such an engaged group and the discussion that ensued. If you would like to know more or would like the seminar materials, please reach out to us. We will see you again at our next seminar!