FRIDAY 9/25 9am-10am
 

 GOLD

PARTNER

 

Professional Guardian as a Prudent Investor

Financial Advisor Mark Vernick will discuss the guardian’s responsibilities as a fiduciary and what is allowed under FS 744 in regard to investing the ward’s funds. He will also discuss the guardian’s role under the Prudent Investor Act FS 518 and offer tips on what guardians should be doing now to plan for the future.


Mark Vinick

Mark is President of Vernick Financial Planning, a comprehensive Financial Planning and Investment Management Firm in Seminole Florida since 1995.  Mark received the Certified Financial Planner ® (CFP) designation in 1997 and his Accredited Investment Fiduciary Designation (AIF) in 2015.

Powered by Wild Apricot Membership Software