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Meeting Title:
Tactics and Tips for Good Relationships with Advisors and Fiduciaries

Description of the meeting:
This meeting is Sponsored by Sacramento, Placer and the Northern Region.
Panel presentation and question and answer portion Tracy Potts – Moderator – Principal, Legacy Law GroupMauriah Conway – Panelist – Attorney, Meissner, Pauley, Joseph, and RugglesTerra VanZant – Panelist – Owner, Terra VanZant CPAJonathan LaTurner – Panelist – Partner, Towerpoint Wealth LLC

Meeting Date:
Thursday, August 24, 2023

Meeting Time:
4:30 – 5:30 p.m. - Regional Board Meeting (open to Members Only)
5:00 – 6:00 p.m. - Gather and Network – No Host bar will be open throughout the event
6:00 p.m. - Dinner is served – Choices are Filet Mignon; Baked Salmon; Vegetarian Pasta. Drinks available from the bar
6:00 – 6:15 p.m. - Introduction of Sponsor, Dan Cairns of DA Davidson and 2 others
6:15 – 7:15 p.m. - Introduction of Panel, Presentation, and Questions
7:15 – 8:00 p.m. - Closing and Networking – No Host bar will be open

Speakers:
Tracy Potts – Moderator – Principal, Legacy Law Group
Mauriah Conway – Panelist – Attorney, Meissner, Palley, Joseph, and Ruggles
Terra VanZant – Panelist – Owner, Terra VanZant CPA
Jonathan LaTurner – Panelist – Partner, Towerpoint Wealth LLC

Sponsors:

 


Venue Address:
Del Paso Country Club
3333 Marconi Ave, Sacramento, CA 95821 

Meeting Format:
In-Person (Registration ends August 21st including dinner selections)

Food:
Yes - Pick your dinner choice at registration. The dinner choices are:Filet Mignon, Baked Salmon and Vegetarian Pasta 
Please note: The cut off date for in-person registration will be set for August 21st. Dinner selections must be in by then as well.

CEU/MCLE:
Practice Management- 1.0/1.0

PFAC Members Only:
No

Meeting Price: 
Members: $50
Non-Members:  $60
Students:  $50

Level of Difficulty:
Beginning to Intermediate

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For More Information Contact:
Brad Kuechler, Education Manager
[email protected]