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Meeting Title:
Mentoring Meeting

Meeting Description:
Fiduciary Catherine Ocana will be the speaker at this month's Mentoring Meeting. She will talk on the following topics:

1. What to do when you get a trust / conservatorship
2. Paperless/virtual office
3. Strategies for the angered beneficiary / family member
   There will be time for questions.

Catherine Ocana is a fiduciary with the firm Specialized Services for Law Firms along with her mother, Shelley and sister Jacquelynne. The firm is based in Santa Rosa and Mexico. New fiduciaries and those in training are welcome to the Mentoring Meeting.

Speaker Name:
Catherine Ocana

Meeting Date:
Friday January 10, 2020

Meeting Time:
09:45AM - 10:45AM

Venue Name and Address:
Council on Aging
30 Kawana Springs Road
Santa Rosa, California 95404