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Webinar Replay: What You Need to Know about Your Fiduciary Responsibilities

October 24, 2017

Understand your fiduciary duties and how they relate to investment management

There are simple actions you can take to protect yourself and your organization. 

Knowing your role as a fiduciary is essential to maintaining your organization's financial and ethical accountability. Failure to fulfill this duty could expose you to unnecessary risk. Watch this webinar replay for ways to protect yourself.

    Knowing your role as a fiduciary is essential to maintaining your organization's financial and ethical accountability.

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    Key Topics: 

    1. A refresher on your fiduciary duties
    2. Simple steps to minimize risk
    3. Spending and asset class best practices
    4. Important reminders for year-end
    5. Tax changes impacting your charity

    Watch: Understand Your Fiduciary Role

    About the Speaker

    Laura Solomon, Esq. is founder of Laura Solomon & Associates, a law firm devoted to representing nonprofit, charitable and other tax exempt organizations. The firm serves as outside, general counsel to hundreds of organizations. Clients include charities and foundation, museums, schools, religious groups, housing, social services, environmental and animal welfare organizations. 

    Legal Note

    Information provided by SEI Investments Management Corporation (SIMC), a registered investment adviser and wholly owned subsidiary of SEI Investments Company.

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