West Bay In Person Chapter Meeting
Friday, November 17, 2023, 11:30 AM - 1:00 PM PDT
Category: Chapter Meetings
Meeting Title: Ethics: A Round Table Discussion with Kim Schwarcz
Meeting Description: A lunch meeting featuring highly respected and experienced Marin County fiduciary, Kim Schwarcz. Kim will be leading a review and group discussion on 4 of her personal case studies, with a focus on the ethics of the situation. She will discuss "what is the right thing to do?", while taking into consideration the case, the fiduciary's role and the related moral, ethical and legal principles used when having to make those kinds of difficult decisions. Since the West Bay Chapter is a brand new chapter, we are looking to collect direct feedback from you - our potential chapter members - at the meeting. We greatly appreciate your willingness to complete a brief survey to be turned in at the end of the event. PLEASE NOTE: Seating is limited to the first 40 registered.
Speakers: Kim Schwarcz, CLPF and Owner, Kim Schwarcz - Fiduciary
Thank You To Our Sponsors: Parker Jones of Jones Real Estate Appraisal
Justin Wade of Quin Oaks Investment Group
CEU: Ethics: 1.0
Meeting Date: Friday, November 17, 2023
Meeting Time: 11:30am-1:00pm
Meeting Address: McInnis Park Golf Center 350 Smith Ranch Road, San Rafael, CA 94903
Food and Drinks: Yes
Menu: Buffet Style - Serve Yourself Vegetarian Option Available
PFAC Members Only?: Yes
Members Price: $15
Management Level of Difficulty: Beginning to Intermediate
For More Information Contact: Brad Kuechler [email protected]
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