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

1. Call To Order - 5 minutes (includes allowance for obtaining breakfast)

2. Introductions – 5 minutes

3. Approve Minutes of June 5, 2019, Meeting - 2 minutes

4. Treasurer's Report and Approval - 3 minutes

5. Announcements - 5 minutes

6. Introduce Speaker: Introduce Donovan Filpi and Emily Vierra - 5 minutes

7. Presentation: 60 minutes (includes Q&A)

8. Motion To Adjourn 10 minutes (includes collection of evaluation forms)
   Attendance Forms
   Evaluation Forms