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
Margaret Herring, Esq.
Margaret received her J.D. from Thomas Jefferson School of Law in 1996 and was admitted to the California State Bar the same year.
Since 2000 Margaret has focused on all matters within the probate court, estate planning, trust and probate administration and litigation, as well as conservatorship and guardianship matters. Since 2008, she has been on the San Diego’s Court Appointed Attorney panel and has been appointed by the court in over 100 matters.
Margaret has been on the Probate Attorneys of San Diego (PASD) Board of Directors since 2018 and currently holds the office of Treasurer. She chaired the Prop 19 Study Group. The current PASD committees in which she is active are: Bench/Bar Committee; California Conference of Bar Associations (delegate); Handbook Committee; Technology Committee; and Membership Committee.
In her spare time, Margaret enjoys running and driving in parades. She has completed 14 full marathons, over 55 half marathons, and 3 Ragnar Relays (200 mile team relay). Her favorite full marathon was Berlin 2015. She also owns a 1969 Chevrolet Camaro, Indy 500 Pace Car (Festival Car), which she drives in parades, usually carrying the Pearl Harbor Survivors. Not surprising, her favorite half marathon was the Indy Mini, which included running a lap around the Indianapolis Motor Speedway.
Paul Hynes, CFP®
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.