Can a Trustee “Do Well While Doing Good?" The Law and Economics of ESG Investing

Date: Wednesday, March 2, 2022
Time: 6:00pm - 9:00pm
Location: Charlie's @ Windsor Gold 1320 19th Hole Drive Windsor, CA 95492
Speaker: Robert H. Sitkoff

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PROGRAM

"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: kcyphers@andersonzeigler.com

In-Person MENU

Self-Serve Wine & Appetizer Station
6 - 6:30 pm

FIRST COURSE

Salad

MAIN COURSE
(One of Four Choices)

Prime Rib

 Prawns Bordeaux

 Gaame Hens

Pasta Primavera (Vegetarian)

ROLLS

DESSERT COURSE

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

  

 

 

 

 

Related Document(s):

See Upcoming Event Calendar