The professional fiduciary faces many challenges. Among them is deciphering the industries and rules governing the various professionals they may delegate to at times. This is especially true for the world of investments and investment professionals. It is often complex and confusing. This presentation is a pragmatic, deeper dive into what you need to know to navigate this world astutely and proficiently. You’ll learn from three experienced experts as they transform the complex into clarity and understanding. And, you’ll learn what you need to know to avoid getting burned when you delegate your authority to investment professionals.
Don’t Get Burned, Part II: A Deeper Dive Into What You Need To Know Before Delegating Your Authority To Investment Professionals
Jan Matthews is the owner of S D Coastal Fiduciary Services. Ms. Matthews provides fiduciary services such as bill paying, trust administration and agent under durable power of attorney.
Kimberly McGhee, Esq.
Ms. McGhee is a Certified Elder Law Attorney by the National Elder Law Foundation and Certified Specialist in Estate Planning, Trust & Probate Law by the State Bar of California Board of Legal Specialization with Black & McGhee, A Professional Law Corporation. She possesses a broad range of experience in the areas of estate planning, trust litigation, elder law, probate, conservatorships, long-term care planning, asset protection, and retirement planning. She uses her knowledge and passion to provide her clients with a complete plan for caring for themselves or their loved ones, asset preservation and to ensure that her clients’ wishes are respected.
Paul Hynes, CPF
Paul Hynes is a Certified Financial Planner (CFP®) Professional and financial advisor with more than 35 years of experience. Paul is currently the President and CEO of HearthStone | Private Wealth Management, a fee-only investment management and financial planning firm with offices in Irvine, Temecula, and San Diego. HearthStone provides professional investment management for professional fiduciaries and families. A native Bostonian and graduate of the University of Virginia, Paul spent the first 22 years of his career with a large Wall Street investment firm. He’s led HearthStone since founding the firm in 2006. HearthStone is an Affiliate Corporate Member of PFAC, a regular presenter at PFAC events, and proud sponsor of the 2021 Annual PFAC Conference.