The Guardian Peer Support & Mentor Group meets twice a month, on the 2nd Tuesday and 4th Thursday of the month.
2nd Tuesday of the Month
Join us by Zoom from 8:30 am – 10 am on the second Tuesday of every month. Talk through and solve difficult problems with other guardians. Share resources, forms, and other helpful information.
Contact us to receive the zoom meeting information.
4th Thursday of the Month
October 27, 2022 at 3:30 pm
Guest Speaker: Kerrie A. Lloyd and Jeremy Lau of Prudent Investors
Title: Partnering with Your Financial Advisor
Overview: This session will discuss best practices for fiduciaries to follow in working with investment advisors to determine suitability, manage risk, and minimize liability for investment decision making.
Registration: Click here to Register 1.0 CEUs Available for Guardians
November 24, 2022 No Meeting
December 22, 2022 No Meeting
*Due to the holidays, there will be no Guest Speaker meetings in November and December.