Orange County Chapter Meeting - Ethics of Prudent Probate Investing
Orange County - Costa Mesa Country Club 1701 Golf Course Drive Costa Mesa, California 92626 United States
Tuesday, September 10, 2019, 8:00 AM - 9:30 AM PDT
Category: Chapter Meetings
Meeting Title: Ethics of Prudent Probate Investing
Meeting Description: Join us to hear more about Ethics of Prudent Probate Investing from Donovan Filpi and Emily Vierra of Merrill Lynch.
Speaker's Name: Donovan Filpi and Emily Vierra
CEU & MCLE: Ethics: 1.0
Click Here to Register
PFAC Members Only: No
Cost: Members: $20 Non-Members: $30 Student: $20
Who Is this Meeting for: Beginning to Intermediate
Will food be served at this event?: Yes
Menu: Breakfast Buffet.
Agenda
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Call To Order - 5 minutes (includes allowance for obtaining breakfast)
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Introductions – 5 minutes
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Approve Minutes of June 5, 2019, Meeting - 2 minutes
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Treasurer's Report and Approval - 3 minutes
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Announcements - 5 minutes
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Introduce Speaker: Introduce Donovan Filpi and Emily Vierra - 5 minutes
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Presentation: 60 minutes (includes Q&A)
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Motion To Adjourn 10 minutes (includes collection of evaluation forms) Attendance Forms Evaluation Forms
Contact: Laura Lane - [email protected] - 714.662.3000
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