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  • Exploring the duties and responsibilities of the “Prudent Investor Rule” and selection of an investment advisor. - June 2023 Fiduciary Friday

Exploring the duties and responsibilities of the “Prudent Investor Rule” and selection of an investment advisor. - June 2023 Fiduciary Friday

  • Friday, June 30, 2023
  • 9:00 AM - 10:00 AM
  • Zoom

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Friday, June 30, 2023

9:00 a.m. - 10:00 a.m.

Exploring the duties and responsibilities of the "Prudent Investor Rule" and selection of an investment advisor!

Presented by:  Zack Zuroweste, Esq. and Bob Persante, Esq.

Moderated by: Darby Jones

   

Mr. Zuroweste is a Shareholder at Persante Zuroweste, P.A. in Clearwater. He practices probate and trust litigation, business litigation, securities litigation, and arbitration. Additionally, Mr. Zuroweste is a certified mediator.

In 2006, Mr. Zuroweste graduated from Stetson University College of Law with a Juris Doctor and Stetson University with a Master of Business Administration. He is a Graduate of the Trial Lawyers College, Senior Fellow of Litigation Counsel of America, and Member of the Trial Law Institute. Mr. Zuroweste has been very active in voluntary bar associations and other professional organizations across Florida.  

Mr. Persante is a renowned civil trial attorney and President of Persante Zuroweste, P.A.  He handles State and Federal Litigation, Appeals, Securities Litigation, Guardianship, Probate and Trust Litigation, Business Litigation, Mediation, and Arbitration.

He attended law school and graduated with honors from California Western School of Law in 1983.  Robert has been practicing law for 40 years. He has a Martindale Hubbell, AV rating, is a Florida Supreme Court Certified Circuit Civil Court Mediator (2009-Present).  When not in court he can often be found vanquishing rivals as a Life Chess Master.  

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Friday - June 30, 2023

9:00 a.m. - 10:00 a.m. - VIRTUAL

$50.00 - Non-Members

FREE - Members
(Click HERE for more information on Membership)

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THANK YOU TO OUR SPONSOR!

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CEU, CTFA, CLE, and CJE credit applied for

Professional Fiduciary Council of Florida
3637 4th Street North, Suite #270
St. Petersburg, FL 33704
727-350-4049

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