Episode 21 Marguerite C. Lorenz, CTFA, CLPF Master Trustee
Fraudish
English - February 23, 2021 14:00 - 44 minutes - 30.9 MB - ★★★★★ - 26 ratingsCareers Business Entrepreneurship investigation fraud women careers accounting embezzlement pink collar crime white collar crime crime private investigator Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Episode 20 Mary Schaeffer, AP Queen and the Magic of Twitter
Next Episode: Episode 22 Juliette Gust, CFE, Ethics Suite
Marguerite C. Lorenz, CTFA, CLPF #319: Ms. Lorenz is a master trustee and managing partner inLorenz Private Trustees, and has served as a Professional Trustee and Executor on over 100 matters. Ethics for Trustees 2.0, gives further understanding to the work of a Fiduciary, and its ethical considerations, for both professional and family member trustees. Ms. Lorenz is President of the Estate Planning Group Network, and serves as Vice-Chair of the Board for the Independent Trustee Alliance. Follow Ms. Lorenz on Twitter! @SanDiegoTrusteeBe sure and reach out to Marguerite on LinkedIn: https://www.linkedin.com/in/californiatrustee/