Setting Trust Investment Policies to Prevent Law Suits
Date: Tuesday, November 27, 2018
Time: 6:30pm - 8:45pm
Location: Coral Gables Hyatt Regency, 50 Alhambra Plaza, Coral Gables, Florida 33134
Speaker: Marta Goldberg & Alex Bahamonde, Grove Bank & Trust
Join us on Tuesday November 27 for networking and a dinner presentation from Grove Bank and Trust's Marta Goldberg and Alex Bahamonde on what Trustees need to know about investment policies and avoiding law suits.
Cocktails and Networking at 6:30 p.m. Dinner starts promptly at 7:00 p.m. Please RSVP to Louis Feldman at louis@investorsolutions.com whether you will be there and your choice of chicken, fish, or vegetarian.
Look for signs when entering the hotel lobby directing to the South Dade Coral Gables Estate Planning Council room.
