Josh Yager - CE/CPE/CPD Courses Ideal for CPA/PFS TEP ChFC CSA

Josh Yager

  • rating
  • rating
  • rating
  • rating
  • rating
  • 4.6 / 5
  • Trust Management and Oversight
  • Governance Consulting
  • Legal and Fiduciary Expertise
  • Public Speaking and Education

Josh Yager is a recognized expert on the management and oversight of trust assets. He lectures and writes extensively on the policies, procedures, and practices for the prudent administration of trusts. He has been invited to speak to various Bar associations, CPA chapters, estate planning councils, Professional Fiduciary Association forums and AICPA national events. Josh has testified on prudent governance practices before in the California Courts, the Texas Pension Review Board and the Alaska Retirement Management Board. Josh has led governance consulting engagements for the boards of public pension funds responsible for assets in excess of $30b, foundation and endowment boards with assets in excess of $250m and for individual trustees with modestly funded trusts.

Trustee Compensation
PREMIUM
premium
How Much Is Too Much to Pay a Trustee or How to Avoid Being a Knucklehead
  • Mar 28, 03:30 PM ET
  • CPA (US)
  • CFA
  • CPA/PFS
  • TEP
  • ChFC
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CIPM
  • CFIRS
  • CWS
  • IA LPA
  • ME LPA
  • DE LPA
Trustee’s Duty of Care Under the UPIA
PREMIUM
premium
A Trustee’s Duty of Care Under the UPIA or…How to Avoid Being a Knucklehead
  • Mar 31, 11:30 AM ET
  • CFP® (US)
  • CPA (US)
  • CFA
  • CPA/PFS
  • TEP
  • ChFC
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CIPM
  • CFIRS
  • CWS
  • IA LPA
  • ME LPA
  • DE LPA
  • CAP
Trust Mastery
PREMIUM
premium
Risk Mitigation for the Successor Trustee or War Stories of an Expert Witness
  • Mar 31, 11:30 AM ET
  • CFP® (US)
  • CPA (US)
  • CFA
  • CPA/PFS
  • TEP
  • ChFC
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CIPM
  • CFIRS
  • CWS
  • IA LPA
  • ME LPA
  • DE LPA
Trustee Compensation
PREMIUM
premium
How Much Is Too Much to Pay a Trustee or How to Avoid Being a Knucklehead
  • Apr 25, 03:30 PM ET
  • CPA (US)
  • CFA
  • CPA/PFS
  • TEP
  • ChFC
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CIPM
  • CFIRS
  • CWS
  • IA LPA
  • ME LPA
  • DE LPA
Trust Mastery
PREMIUM
premium
Risk Mitigation for the Successor Trustee or War Stories of an Expert Witness
  • Apr 28, 11:30 AM ET
  • CFP® (US)
  • CPA (US)
  • CFA
  • CPA/PFS
  • TEP
  • ChFC
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CIPM
  • CFIRS
  • CWS
  • IA LPA
  • ME LPA
  • DE LPA
Trustee’s Duty of Care Under the UPIA
PREMIUM
premium
A Trustee’s Duty of Care Under the UPIA or…How to Avoid Being a Knucklehead
  • Apr 30, 02:30 PM ET
  • CFP® (US)
  • CPA (US)
  • CFA
  • CPA/PFS
  • TEP
  • ChFC
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CIPM
  • CFIRS
  • CWS
  • IA LPA
  • ME LPA
  • DE LPA
  • CAP
Subscribed
Cathy purchased a subscription.
Subscribed
Michelle purchased a subscription.
Subscribed
Shannon purchased a subscription.
Subscribed
Beth purchased a subscription.
Subscribed
Christina purchased a subscription.
Subscribed
Suvansh purchased a subscription.
Subscribed
Hubert purchased a subscription.
Subscribed
Angelica purchased a subscription.
Subscribed
Tashina purchased a subscription.
Subscribed
Yates purchased a subscription.
Subscribed
Mary purchased a subscription.
Subscribed
David purchased a subscription.
Subscribed
STEPHEN purchased a subscription.
Subscribed
STEVE purchased a subscription.
Subscribed
JAMES purchased a subscription.
Subscribed
Rodney purchased a subscription.
Subscribed
Virginia purchased a subscription.
Subscribed
Susan purchased a subscription.
Subscribed
Philip purchased a subscription.
Subscribed
Susan purchased a subscription.
Subscribed
RoseAnn purchased a subscription.
Subscribed
NTIANU purchased a subscription.
Subscribed
JANET purchased a subscription.
Subscribed
Jeffrey purchased a subscription.
Subscribed
Mayte purchased a subscription.
Subscribed
David purchased a subscription.
Subscribed
L Nicole purchased a subscription.
Subscribed
Mark purchased a subscription.
Subscribed
Tracie purchased a subscription.
Subscribed
Fernando purchased a subscription.
Subscribed
Channy purchased a subscription.
Subscribed
Ronald purchased a subscription.
Subscribed
Edwina purchased a subscription.
Subscribed
Steven purchased a subscription.
Subscribed
Murad purchased a subscription.
Subscribed
Nan purchased a subscription.
Subscribed
joseph purchased a subscription.
Subscribed
Terry purchased a subscription.
Subscribed
Debra purchased a subscription.
Subscribed
Ani purchased a subscription.
Subscribed
Anna purchased a subscription.
Subscribed
Ben purchased a subscription.
Subscribed
Gina purchased a subscription.
Subscribed
Tamilyn purchased a subscription.
Subscribed
Jason purchased a subscription.
Subscribed
Darrell purchased a subscription.
Subscribed
Ke purchased a subscription.
Subscribed
Michael purchased a subscription.
Subscribed
Melissa purchased a subscription.
Subscribed
Judith purchased a subscription.
Subscribed
Mike purchased a subscription.
Subscribed
Elvis purchased a subscription.
Subscribed
Dawn purchased a subscription.
Subscribed
QI purchased a subscription.
Subscribed
Jessica purchased a subscription.
Subscribed
MAYRA purchased a subscription.
Subscribed
Isis purchased a subscription.
Subscribed
John purchased a subscription.
Subscribed
Lee purchased a subscription.
Subscribed
Jeff purchased a subscription.
Subscribed
Rima purchased a subscription.
Subscribed
james purchased a subscription.
Subscribed
KAREN purchased a subscription.
Subscribed
Charles purchased a subscription.
Subscribed
Gerardo purchased a subscription.
Subscribed
Artem purchased a subscription.
Subscribed
T purchased a subscription.
Subscribed
Joseph purchased a subscription.
Subscribed
Holly purchased a subscription.
Subscribed
Ansel purchased a subscription.
Subscribed
Shailendra purchased a subscription.
Subscribed
Brett purchased a subscription.
Subscribed
Kristen purchased a subscription.
Subscribed
MATTHEW CLOSE purchased a subscription.
Subscribed
Rowena purchased a subscription.
Subscribed
Julie purchased a subscription.
Subscribed
Eric purchased a subscription.
Subscribed
Laurie purchased a subscription.
Subscribed
QING purchased a subscription.
Subscribed
Kyle purchased a subscription.
Subscribed
Nate purchased a subscription.
Subscribed
Margot purchased a subscription.
Subscribed
John purchased a subscription.
Subscribed
Shannon purchased a subscription.
Subscribed
James purchased a subscription.
Subscribed
Monica purchased a subscription.
Subscribed
Vanessa purchased a subscription.
Subscribed
Borka purchased a subscription.
Subscribed
seid purchased a subscription.
Subscribed
Jordan purchased a subscription.
Subscribed
James purchased a subscription.
Subscribed
Hamida purchased a subscription.
Subscribed
Daniel purchased a subscription.
Subscribed
GUSTAVO purchased a subscription.
Subscribed
Teresa purchased a subscription.
Subscribed
Jennifer purchased a subscription.
Subscribed
Kelli purchased a subscription.
Subscribed
LORI purchased a subscription.
Subscribed
Brett purchased a subscription.
Subscribed
Michelle purchased a subscription.