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Meeting Title:
SSA Rep Payee Best Practices

Meeting Description:

The presentation will review information about representative payee basics and duties, recommendations, deficiencies seen, and conservatorship and SSA fees. The speakers will go over the basics and best practices for fiduciaries acting as a rep payee for their
clients.

Speakers Name:
Brea Jackson: Compliance Officer for Disability Rights California

Date
Tuesday, September 26, 2023

Time
11:30AM - 1:00PM

Venue Name
Max's Cafe
110 Grass Valley Hwy
Auburn, CA 95603

Members Only?
No

CEU/MCLE:
1.0/1.0 - Person 

Meeting Price:
Members - $25
Non-Members - $30

Management Level of Difficulty:
Beginning to Intermediate
Intermediate to Advanced
Attorneys

Will food be served at this event?:
Yes

Food and Menu Details:
Buffet Stye - Serve Yourself
Sandwiches, salads and side dishes will be served buffet style

Thank You To Our Sponsor:
Daiana Vicsai, NMLS# 1339479 Vice President, Financial Sales Manager of First Citizen's Bank

For More Information Contact:
Brad Kuechler
[email protected]