GAPC 29th Annual Conference - Wednesday ONLY

When
Wed, September 10, 2025
11:00 AM - 1:00 PM
Location
Zoom

Registration

Members – $45.00
Non-Members – $65.00

11:00 a.m.

Guardianship & Wealth: Strategies for Managing Affluent Investment Portfolios

Cassandra Smalley, CFA, CFP® - Cassandra Smalley Wealth Management

This session provides practical tools to manage affluent investment portfolios through a fiduciary lens. Attendees will learn strategies to balance risk, optimize asset allocation, and ensure financial sustainability for their wards across both short- and long-term horizons.

Key Learning Takeaways:

Understand how to apply fiduciary principles to investment oversight in guardianship cases
Learn risk management and asset allocation investment strategies tailored to the responsibilities of guardians
Explore how to evaluate and plan for liquidity needs versus long-term sustainability of a ward's financial resources

12:00 p.m.

To Be Announced

Eric Justin Lipton - Assistant State Attorney, Division Director - Electronic Investigations Unit,, Sixth Judicial Circuit of Florida

CLICK HERE TO SEE THE FULL CONFERENCE AGENDA AND SPEAKER BIOS

DISCLAIMER: Guardian Association of Pinellas County (GAPC) does not promote or vouch for the services provided by any of its members. Members wishing to do business with one another are strongly encouraged to do their own public records searches and background screenings before entering into any business relationship. GAPC accepts no liability for any information identified from those searches/screenings or any claims arising from any verbal or written agreements members may engage in with one another.

Guardian Association of Pinellas County, Inc.
Address: PO Box 1826, Pinellas Park FL 33780
Email: Information@guardianassociation.org