Personal Information
Organización/Lugar de trabajo
Greater Atlanta Area United States
Ocupación
CEO/Managing Member at InvestSense, LLC
Sector
Finance / Banking / Insurance
Sitio web
http://www.investsense.com
Acerca de
Mr. Watkins is the Founder and CEO/Managing Member of InvestSense, LLC, an investment education firm that provides fiduciary prudence oversight services, quality of investment advice issues, wealth management programs and forensic risk management analyses to individuals, pension plans, educational institutions and other groups, including strategies for fiduciary risk management and wealth preservation.
He has been an attorney since 1981 and is a member of the Fiduciary Section of the State Bar of Georgia. He has extensive experience in the areas of fiduciary prudence oversight services, quality of investment advice issues, financial planning, asset protection/wealth preservation, fiducia...
Etiquetas
erisa
fiduciary liability
401k
401k compliance
403b
fiduciary duty
fiduciary prudence
fiduciary responsibility
plansponsor
prudence
wealth management
wealth preservation
investing
mutual funds
pensions
investment
investments
risk assessment
risk management
401k litigation
trustees
trusts
financialplanning
estateplanning
wealthpreservation
wealthmanagement
cost-efficiency
403b plansponsor
#fiduciary #fiduciaryliability #erisa #401k
#wealthpreservation #wealthmanagement #investing
reg bi
fair dealing
plan sponsor
prudent person rule
fiduciary
amvr
best interests
suitability
Ver más
Presentaciones
(10)Personal Information
Organización/Lugar de trabajo
Greater Atlanta Area United States
Ocupación
CEO/Managing Member at InvestSense, LLC
Sector
Finance / Banking / Insurance
Sitio web
http://www.investsense.com
Acerca de
Mr. Watkins is the Founder and CEO/Managing Member of InvestSense, LLC, an investment education firm that provides fiduciary prudence oversight services, quality of investment advice issues, wealth management programs and forensic risk management analyses to individuals, pension plans, educational institutions and other groups, including strategies for fiduciary risk management and wealth preservation.
He has been an attorney since 1981 and is a member of the Fiduciary Section of the State Bar of Georgia. He has extensive experience in the areas of fiduciary prudence oversight services, quality of investment advice issues, financial planning, asset protection/wealth preservation, fiducia...
Etiquetas
erisa
fiduciary liability
401k
401k compliance
403b
fiduciary duty
fiduciary prudence
fiduciary responsibility
plansponsor
prudence
wealth management
wealth preservation
investing
mutual funds
pensions
investment
investments
risk assessment
risk management
401k litigation
trustees
trusts
financialplanning
estateplanning
wealthpreservation
wealthmanagement
cost-efficiency
403b plansponsor
#fiduciary #fiduciaryliability #erisa #401k
#wealthpreservation #wealthmanagement #investing
reg bi
fair dealing
plan sponsor
prudent person rule
fiduciary
amvr
best interests
suitability
Ver más