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Meeting Title:
Dealing with Challenging Clients, Families and more

Meeting Description:
The speaker will discuss challenges that fiduciaries face while dealing with clients, families, and other people who are involved in client's lives. She will also discuss strategies to overcome these challenges..

Registration Details:
Registration closes June 25th, 2024 and there are no refunds.

Speaker Name:
Dusty White CLPF, White Fiduciary Services

Venue Location:
3055 Olin Ave., Santana Row, (suite 1000) San Jose, California, 95128-2068

CEU:
Practice Management: 1.0

Meeting Date:
Wednesday, June 26, 2024

Meeting Time:
8:00am - 10:00am

Food:
Yes

Menu:
Buffet Style - Serve Yourself

Who can attend?
Members and Non-Members

Meeting Price:
Members: $40
Non-Members: $50

Management Level of Difficulty:
Beginning to Intermediate

Thank You To Our Sponsor:
Jim Carteris of First Light Home care of the Peninsula