Lunch and learn | The Bar Plan Sponsor Program: How to decide whether to invest clients funds or leave in cash

This program will discuss financial issues surrounding conservatorships, including how probate bonds are underwritten and how attorneys can reduce their liability while deciding whether to invest client’s funds or leave in cash.

Speakers: Kimberly Edgar, The Bar Plan Surety and Fidelity Company, St. Louis and Peter PalumboThe Palumbo Group of Oppenheimer & Co. Inc., St. Louis