Meeting Title:
Person Centered Planning: The Long & Short of It

Meeting Description:
Evolution of the Fiduciary Standard of Investment: Forms of Financial Advisor Standards, Dept of Labor Fiduciary Rule, SEC Investor Protection Rule, Effect of the Suitability Standard, Determining Budgets and Investment Strategy.

Speaker Name:
Donovan Filpi
Merrill Lynch Special Needs Team

CEU:
Estate: 1.0

Click Here to Register

PFAC Members Only:
No

Meeting Price:
Members: $20
Non-Members: $30

Management Level of Difficulty:
Beginning to Intermediate
Intermediate to Advanced

Will food be served at this event?:
Yes

Food and Menu Details:
Coffee and Breakfast

Agenda

• 07:30AM - 07:50AM : Network with coffee and breakfast goodies

• 07:50AM - 08:00AM : Introductions

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• 08:00AM - 09:00AM : Program: Person Centered Planning: The Long & Short of It
  Handouts, Evaluations and CEU's
  Meeting Announcements
  Close of Program

• 09:00AM - 09:30AM : Chapter meeting with licensed PFAC members to discuss business