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Placer County Chapter Meeting - Practice Management: How do we do it?
Placer County - Holiday Inn
120 Grass Valley Hwy
Auburn, California 95603
United States
Tuesday, August 27, 2019, 11:30 AM - 1:00 PM PST
Category: Chapter Meetings

Title of Meeting:
Practice Management: How do we do it?

Description of the meeting:
Matt Quentmeyer, CLPF, Chapter Vice-President, will facilitate this round table discussion. Participants will be asked questions and with moderation will share their general procedures and practices. What types of clients are we each looking for and what does our ideal caseload look like? What types of marketing options / business tactics have been successful for Fiduciaries to grow their businesses? What types of software / hardware do you find works for your company? What is a “reasonable” salary for a Fiduciary? How do you complete billing for non-court supervised cases? How do you maintain relationships with client’s who have named you in their estate planning documents? What could we do as a group to help lift the Professional Fiduciary profession on a local level? What we will NOT be discussing are the particulars surrounding individual cases. We will specifically avoid stories about clients, cases, judges, etc. Instead, we will be focusing on overall practices of our profession, in the concept of sharing to improve our practice in the whole region.

This meeting is for Licensed Professional Fiduciaries, or those approaching licensure, in attendance only.The Placer Chapter of the Professional Fiduciary Association of California greatly appreciates the involvement and support of our extended estate planning and probate community of professionals. Please confirm in your calendar to attend our September 24th meeting, with Juliette T. Robertson, Esq, presenting. If you would like information about sponsorship opportunities, please contact us. Are you not a Affiliate PFAC member? Why not? We'd rather you be a member for a year than you sponsor one meeting. Consider making the trade. Please visit https://pfac-pro.org/join-pfac/types-of-membership/ to get more information.

Speaker's Name:
Matt Quentmeyer, CLPF

CEU:
Practice Management: 1.0


Click Here to Register

PFAC Members Only?:
No

Members Price:
$20
Non-Member Price:
$25

Will food be served at this event?:
Yes

Food and Menu Details:
Included is a buffet of salads and sandwiches, along with coffee, tea, and the best cookies in the world.

Management Level of Difficulty:
Beginning to Intermediate
Intermediate to Advanced


Agenda:

11:30 AM – Noon
Gather, socialize, buffet lunch served.

Noon – 12:50PM
Presentation

12:50 PM – 1:00PM
Question / Answers


Contact: Lori Cochrane, MA, CLPF - [email protected]