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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 PST
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