Title of Meeting:
Best Practices for Fiduciaries - Part 2

Description of the meeting:
This will be a continuation of the 1st presentation from the June Meeting. "So You've Been Named Trustee, Now What?"

Lunch will be available at 11:30. I would like to invite those of you who want to come a little early at 11:30 to have a half an hour of open discussion to discuss problematic cases or to mentor the newer fiduciaries with issues they may be facing.

Speaker's Name:
Mary deLeo
Weintraub Tobin

Sponsor:
Ty Gibney
First Citizen's Bank

CEU & MCLE:
Trusts: 1.0

Click Here to Register

PFAC Members Only?:
No

Members Price:

$20

Non-Member Price:

$30

Student Price:

$20

Will food be served at this event?:

Yes

Management Level of Difficulty:
Beginning to Intermediate

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