The Seven Deadly Investment Sins of a Public Plan Trustee

This individual session is from our virtual Trustee School event held in September 2020. Some information may be dated.
 
Session Summary: This session is designed to make fiduciaries aware of common investment mistakes and how to avoid or mitigate them. It will also provide beneficial information to help board members ask more informed questions of their plan’s service providers.
 
Instructor:
Christopher A Reynolds, CRPF™, CIMA, CEBS, CPP
Owner/President
Fiduciary Services Unlimited, LLC.
CEC Credit: This course is worth 1 GAPPT CEC (Continuing Education Credit/Hour).
Instructions: Participants must watch the session video presentation and pass the session assessment to receive GAPPT CEC credit.
Prerequisites: None.
Equipment Requirement: Computer, tablet or smartphone and internet access. To avoid issues, please use Google Chrome as your browser.
Cost: Member Registration: $60.00 / Non-Member Registration: $115.00
 

Course Details

FAQ

In this session, participants will learn to:

  • Recognize that past performance does not indicate future performance;
  • Recognize that too much of anything is not always a good thing;
  • Recall that returns come with associated risk;
  • Identify that taking no action, is an action; and
  • Recognize that what drives the economy may not drive the stock market.
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