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Event Details:

Join professional fiduciaries of the Southern Region for a day of education and networking. The event includes hosted breakfast, lunch and breaks and provides up to six (6) Continuing Education units with sessions relevant to new and experienced professional fiduciaries.

Date:

November 04, 2021
7:30am - 6:00pm

Venue Name and Address:

The Grand Long Beach
4101 E Willow St
Long Beach, CA 90815

Schedule:

7:30am - 8:30am - Check-in/Networking
8:30am - 8:45am - PFAC-Southern Region Meeting
8:45am - 9:45am - Probate: Getting Appointed, Navigating the Unexpected, and Successful Accountings and Fee Petitions (Estate 1.0)
9:45am - 10:45am - TBD/Going to be SNT, but topic still in the works. (Trusts 1.0)
10:45am - 11:00am - Break
11:00am - 12:30pm - Conservatorships: Types, Creation, Administration, Termination (Conservatorship 1.5)
12:30pm - 2:00pm - Lunch with table topics
2:00pm - 3:30pm - Mistakes Fiduciaries Make That Pay For Litigators' Children's College Educations (Practice Management 1.5)
3:30pm - 3:45pm - Break
3:45pm - 4:45pm - Ethical Dilemmas Facing Professional Fiduciaries (Ethics 1.0)
4:45pm - 6:00pm - Sponsor mixer

CEU:

6 Total Hours

Event Sponsors:

Prudent Investors

Vimvi, Real Estate

Bond Services

Exhibitors:

Beach Equities

Accredited Nursing

Ernst & Young

Flans Weiner 

The Sanborn Team

Guardian Life Insurance

Manufacturer’s Bank 

1Heart Caregivers

Food:

Yes

Cost:

PFAC Members: $135
Non-Members: $175
Students: $75

*** COVID-19 Vaccines are required to attend this event

CLICK HERE to register