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DTSTART:20220224T230000Z
DTEND:20220225T010000Z
LOCATION:Annapolis Waterfront Hotel
UID:2228220220224T230000ZServing as Fiduciary - What Professional Advisors Must Know
DTSTAMP:20260524T171442Z
DESCRIPTION:\n\nJoin the AAEPC and guest speakers Les Williams, David Stallings, and Cathy Walker\n for an informative presentation on\n Serving as Fiduciary - What Professional Advisors Must Know.\n \nIndividuals who choose a family member or friend, professional advisor, or corporate trustee to represent them as a fiduciary do so out of an abundance of trust and goodwill. The person chosen for that role typically accepts that appointment with honor and gratitude for that trust. With that honor, though, comes a great deal of duty and responsibility. For the inexperienced fiduciary, this can sometimes lead to unfamiliar situations and possible liability. This program will examine some of the common pitfalls associated with serving as a fiduciary, common-sense approaches to planning, and some of the recent trends in fiduciary litigation.\n \n[REGISTER HERE](https://cfaac.fcsuite.com/erp/donate/list/event?event_date_id=3019)\n \nAbout the speakers: \n \n[Les Williams\nWealth Strategist\n RBC Wealth Management](/assets/Councils/Annapolis-MD/userContent/files/bio_williamsles%20(1).pdf)\n \n \n \n \n \n[Cathy Walker\nSenior Trust Consultant\n RBC Wealth Management](/assets/Councils/Annapolis-MD/userContent/files/bio_walkercatherine%20(1).pdf)\n \n \n \n \n \n \n \n[David Stallings](/assets/Councils/Annapolis-MD/userContent/files/m-david-stallings.pdf)\n[Partner\n Niles, Barton & Wilmer, LLP ](/assets/Councils/Annapolis-MD/userContent/files/m-david-stallings.pdf)\n \n \n ------\n\nThis event is sponsored by:\n \n\n
SUMMARY:Serving as Fiduciary - What Professional Advisors Must Know - Anne Arundel Estate Planning Council 
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DESCRIPTION:Reminder
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