“The content I discuss on this segment concerns the unique responsibilities fiduciaries face in the investment management process. In this session, I focused on specifications regarding complying with the provisions of the Prudent Investor Act,” says Moisand.

The College of Financial Planning contacted Moisand after one of the group’s members heard Moisand speak and discovered he holds a position on the International College of Financial Planning Speaker's Bureau. The College and the Financial Planning Prospective Series partnered to produce these monthly educational tapes, which are available by calling 1-800-237-9990, or online at www.fp.edu. Now in its 17th year, the Financial Planning Prospective Series seeks to educate subscribers on practical financial strategies, better address client concerns, and present information on ethics, rules and principals set forth by the College of Financial Planning Board.

The College for Financial Planning was founded to provide a comprehensive solution to consumers' financial needs through the development of the Certified Financial Planner®. The College's pioneering course work established the framework for the profession, as it exists today. It is designed to meet the needs of financial services professionals through a wide spectrum of educational programs, many of which now extend beyond traditional financial planning content areas. For more information, visit www.fp.edu.

Spraker, Fitzgerald, Tamayo & Moisand, LLC offers comprehensive wealth management services to individuals in or near retirement, corporate executives, professionals, business owners, and other high net worth individuals. The firm, registered with the U.S. Securities and Exchange Commission, offers financial planning, investment management, estate planning, cash flow and income tax strategies, and retirement planning. Spraker, Fitzgerald, Tamayo & Moisand, LLC currently manages a combined total of more than $102 million. They operate out of offices located in Maitland and Melbourne and can be reached at 407-869-6228 or online at www.SprakerFitzgerald.com.