Monterey Bay In Person Chapter Meeting
Friday, October 20, 2023, 11:30 AM - 1:15 PM PDT
Category: Chapter Meetings
REGISTRATION CLOSED DUE TO FULL CAPACITY
Meeting Title: How to Protect the Fiduciary from Liability
Meeting Description: National Master Guardian, Russ Marshall will present on the necessary and prudent legal and financial steps, as well as the importance of record keeping, ethical dealings with beneficiaries and assets. Protecting the fiduciary from liability is a must, not only for fiduciaries but for anyone who works with fiduciaries. You will also learn how to make better decisions and plans as a fiduciary, or tailor services towards fiduciaries, by understanding the unique position of the fiduciary.
Speakers: Russ Marshall
CEU/MCLE: 1.0/1.0 - Practice Management
Date Friday, October 20, 2023
Time 11:30AM - 1:15PM
Location: (above Allegro Pizza) The Community Shared Space Carmel 3756 The Barnyard Suite H23, Carmel, CA 93923
Lunch: Gourmet seasonal lunch by chef Elaine Dakessian Included. Serve Yourself. Vegetarian soup and salad available.
PFAC Members Only: No
Member Price: $36
Non-Member Price: $42
Thank You To Our Sponsors: Coming Soon
Management Level of Difficulty: Beginning to Intermediate Intermediate to Advanced
For More Information Contact: Brad Kuechler [email protected]
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