Meeting Title:
Effective Client Vetting

Meeting Description:
An informative discussion by an attorney who represents many Fiduciaries on how to decide which cases to take and which ones to pass on. Considerations might include assets and types of assets in the estate, family dynamics and why you may or may not be the right person for the job. He will also discuss decisions in hiring an attorney to represent you.

Speakers:
Doug Housman, Esq.

Sponsors:
Megan Miller of Towerpoint Wealth, LLC

CEU:
Practice Management - 1.0

Meeting Date:
Thursday, March 14, 2024

Meeting Time:
1145am-1:00pm

Meeting Address:
San Leandro Senior Community Center
13909 E. 14th St
San Leandro, CA 94577

Who Can Attend?
Members and Non-members (everyone)

Meeting Price:
Members $25
Non-Members: $40
Student: $20
(Note: No cash will ve accepted at the door for last minute registrants; checks only)

Food:
Buffet Style - Serve Yourself
Vegetarian Option Available

Management Level of Difficulty:
Intermediate to Advanced

For More Information Contact:
Brad Kuechler
[email protected]