We're pleased to announce an important event taking place in Boise, Idaho, on September 24th and 25th. Leading independent fiduciary Matt Hutcheson has assembled a first-rate team of professionals to present two days of training on fiduciary principles and practices.
The premise here is that the world needs more people truly, fully schooled in the independent fiduciary model. Under ERISA, that means more people willing and able to serve as 3(21) and 3(38) fiduciaries. Here are four key documents on the Boise event:
- Download Invitation to 2009 Fiduciary Training Event
- Download Overview of 2009 Fiduciary Training
- Download Principles of the Independent Fiduciary
- Download Fi360 Interview with Matt Hutcheson
Our Chief Investment Officer, Kevin Price, will participate in the event alongside our friends from BrightScope and Scott Simon, whose work we've praised in this space many times.
Join us in Boise. September is a great time to be in the Idaho capital, and this will be an excellent event.
