Title of Meeting:
Best Practices for Fiduciaries

Description of the meeting:
Presentation highlighting the best practices for fiduciaries to follow in fulfilling fiduciary obligations as trustees, conservators, and agents. Highlights will include case management, sale of real property and administrative procedures.

Speaker's Name:
Mary De Leo

Sponsor:
Jonathan La Turner
Tower Point Wealth

CEU & MCLE:
Practice Management: 1.0

Click Here to Register

PFAC Members Only?:
No

Members Price:
$20

Non-Member Price:
$30

Will food be served at this event?:
Yes

Food and Menu Details:
Catering by Tower Point Financial

Management Level of Difficulty:
Beginning to Intermediate
Intermediate to Advanced

For more details, please contact:
Kathryn Cain
[email protected]