ITA Members discuss the vision for the association including certification and the second annual conference May 14-15. Category: WebinarsBy Kevin QuinnJanuary 28, 2020 Author: Kevin Quinn Post navigationPreviousPrevious post:Who needs a Professional Fiduciary?NextNext post:When it’s time for a tuneupRelated PostsWho needs a Professional Fiduciary?November 9, 20194 Tips for Exercising a Financial Power of Attorney through Disability and Dementia with Dan Felix, MCITApril 19, 2019Essentials of Trustee Liability Insurance presented by Judith PearsonMarch 25, 2019Trust-worthy Investment Decisions – presented by Richard NeelyJanuary 31, 2019Questions to Ask the Attorney and CPA – Presented by Dave FolzNovember 27, 2018A Framework For Good Fiduciary Practice Presented by Lindsay PopeNovember 27, 2018
4 Tips for Exercising a Financial Power of Attorney through Disability and Dementia with Dan Felix, MCITApril 19, 2019