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**This meeting is for PFAC Fiduciaries and aspiring Fiduciary members only. While we are happy to include Affiliate members and non-PFAC members at our monthly meetings, there are some subjects and chapter business matters that are for Fiduciary members only. We appreciate your understanding. Please feel free to contact Kelsey Stiles, San Mateo Chapter President ([email protected]) with any questions or concerns.**

Meeting Title:
Update from the San Mateo Probate Court Meeting

Description:
The San Mateo chapter welcomes its fiduciary member and aspiring fiduciary members to its first in-person chapter meeting in 2 years with an update from the San Mateo Probate Court. Supervising Court Investigator Juli Weidner and Tanya Both will be presenting.

We will be following current local county COVID guidelines, though masking and social distancing will be strongly encouraged with attendance limited to 25 and no walk-ins.

Please be sure to RSVP by Noon, Thursday, March 17. Also, be sure to arrive and be seated by 11:45am, so that we can start with a word from our sponsors and presenters on time.

Please make sure to complete ALL registration steps (you will receive a confirmation email upon completion). 

Speaker Name:
Juli Weidner and Tanya Both, Esq. San Mateo County Superior Court

Sponsor:

CEU:
Practice Management: 1.0

Meeting Date:
Friday, March 18, 2022

Meeting Time:
11:30AM - 1:30PM

Venue Name and Address:
Hobee's
1101 Shoreway Road
Belmont, California 94002

PFAC Members Only:
Yes

Meeting Price:
Members: $35
Walk-In: No
**Please bring a $35 check payable to PFAC.

Management Level of Difficulty:
Beginning to Intermediate

Will food be served at this event?:
Yes

Food and Menu Details:
Our ordering system is as follows:

• Look for menu board in back of the room
• Select 2 poker chips to match your desired menu item
• Place 1 poker chip in box next to menu board (to inform kitchen of your order)
• Place 1 poker chip in front of you during meeting (to inform server of your order) 

**** Please remember that PFAC's COVID Meeting Policy is still in place. You will need to complete the COVID questionnaire either at the door, or on the PFAC app, to attend the meeting. Thank you, Fred Eblin 

Agenda

• 11:30AM – Networking
• 11:50AM – Introductions & Sponsor Remarks: Andrew Guglielmi - SC Properties
• 12:00PM - Update from the San Mateo County Probate Court presented by Juli Weidner and Tanya Both
• 01:00PM – San Mateo Chapter Business (PFAC Fiduciary and aspiring members only)

For More Information Contact:
Erin Markey
[email protected]

REGISTER HERE