Don’t Get Burned: What You Need to Know Before Delegating Your Authority to Investment Professionals

About the Course

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 primer in what you need to know to navigate this world astutely and proficiently. You’ll learn from two 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.
Member Price: $50.00
Non-Member Price: $70.00
CE / MCLE Awarded:
1.0
Presented Date: August 23, 2020

Paul Hynes is a Certified Financial Planner (CFP®) professional and financial advisor with more than 35 years of experience. Paul is 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.

Ricsie M. Hernandez is a San Diego attorney employed by the law firm of Brierton, Jones & Jones, LLP. Ms. Hernandez focuses her practice on probate, conservatorship, guardianship, and trust administration matters. Ms. Hernandez has presented to the State Bar of California and the Professional Fiduciary Association of California on topics including withdrawing life sustaining treatment, fiduciary powers, and sales of real property. Ms. Hernandez is also an active member of the Probate Attorneys of San Diego and the San Diego County Bar Association’s Estate Planning, Trust & Probate Law Section. Prior to being admitted to the State Bar, Ms. Hernandez worked as a Court Operations Clerk for the Superior Court of California County of San Diego, served as a judicial extern to the Honorable William R. Nevitt, Jr., retired, at the Superior Court of California County of San Diego, and volunteered at the Legal Aid Society Conservatorship Clinic.