Can a Trustee “Do Well While Doing Good?" The Law and Economics of ESG Investing
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"Can a Trustee “Do Well While Doing Good”? The Law and Economics of ESG Investing"
Date/Time: 6:00 PM Wednesday, March 2, 2022
Settlors and beneficiaries are increasingly pressing trustees to incorporate environmental, social, and governance (ESG) factors into trust investment programs. This presentation will consider how a trustee can undertake ESG investing in private trusts, charities, and pension accounts in a manner compliant with trust fiduciary law.
The speaker is
Robert H. Sitkoff
*** IMPORTANT ***
Due to the speaker is on the East Coast, he will be coming to us virtually
presentation start time is 6:45 PM instead of 7
Meeting Sponsor ~ Paula S. Hall, Esq
This program will be a live presentation, with a limited Zoom simulcast for those members and guests that are unable to attend in person due to COVID concerns.
REEPC will be following Sonoma County guidelines on Covid-19
"unvaccinated people will still be required to wear masks indoors."
We are offering both In-Person Indoor & Outdoor seating or Speaker ONLY Zoom options for this meeting.
RSVP DEADLINE for In-Person is 2/28/2022 - NOON
Zoom will be Speaker Presentation Only. RSVP Deadline for Zoom is 3/1//2022 - NOON
Attorney MCLE Credit: email@example.com
Self-Serve Wine & Appetizer Station
6 - 6:30 pm
(One of Four Choices)
Pasta Primavera (Vegetarian)
Lemon Chiffon Cake
Self-Serve Beverage Station
Regular & Decaffeinated Coffee and AssortedTeas
***PLEASE USE THE RSVP BUTTON TO REGISTER***
CREDIT CARD AND CHECK PAYMENT
COST IS $75.00 PER PERSON
MAIL ANY CHECKS Payments TO:
Redwood Empire Estate Planning Council
c/o Marilyn Topper Bookkeeping Service
2135 Crosspoint Ave. Santa Rosa, CA 95403