S.M.A.R.T. Investments

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This presentation will instruct fiduciaries on how to set specific, measurable, attainable, relevant, and time-bound goals for investment planning for their wards/clients. Presented by Jeremy Lau, President and Chief Investment Officer at Prudent Investors, Chartered Financial Analyst (CFA®) and Certified Financial Planner (CFP®) The Attorney Guardian Relationship. 1 CEU in Guardianship and 1 CEU in Fiduciary Responsibilities.

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