Inland Empire - Don't Leave a Mess: Planning for Succession/ The Art of Deception: What every investor needs to know
Inland Empire - Chapter Meetings - Royal American Financial 27192 Newport Rd Suite 4 Menifee, California 92584 USA
Wednesday, October 16, 2019, 10:30 AM - 1:40 PM PDT
Category: Chapter Meetings
Meeting Title: Don't Leave a Mess: Planning for Succession/ The Art of Deception: What every investor needs to know
Meeting Description: Join us to learn more about Succession Planning from Marguerite Lorenz, Professional Fiduciary, and Kurt Rifbjerg, Estate Planning Attorney. Our second speaker will be Scott Buchanan, Financial Advisor, discussing Investment Fraud.
Speaker Name: Marguerite Lorenz Kurt Rifberg Scott Buchanan
CEU & MCLE: Estate: 1.5 (CEU ONLY) Practice Management: 1.5
Click Here to Register
PFAC Members Only: No
Meeting Price: Members: $35 Non-Members: $45 Students: $15
Management Level of Difficulty: Beginning to Intermediate Intermediate to Advanced Attorneys
Will food be served at this event?: Yes
Food and Menu Details: Variety of Jimmy John's sandwiches.
Agenda
-
10:30AM : Welcome message from President, Marguerite Lorenz. Discuss Next Year’s agenda.
-
10:35AM : Don’t Leave a Mess: Planning for Succession by Kurt Rifbjerg, Estate Planning Attorney and Marguerite Lorenz, Professional Fiduciary.
-
12:05PM : Lunch
-
12:10PM : The Art of Deception: What every investor needs to know by Scott Buchanan, Financial Advsor.
-
1:40PM : Meeting End
Contact: Joseph McMackin - [email protected] - 877-630-8448
|