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Event Details:

Join the professional fiduciaries of the Northern Region for a day of education and networking. The event begins with a welcome Hospitality Reception on Tuesday,  November 09, 2021 where you can relax and get to know your associates. Spend the night and be ready to go early Wednesday morning. The Day provides up to 6.5 Continuing Education units with sessions relevant to new and experienced professional fiduciaries.

Date:

November 10, 2021
7:30am - 5:00pm

Venue Name and Address: 

DoubleTree by Hilton Hotel San Francisco Airport

835 Airport Blvd
Burlingame, CA 94010

If you would like to stay at the hotel the night of November 10th
Contact Andrea Bahr at Phone: (949) 668-0222

Schedule:

Tuesday, November 09, 2021

5:00pm - 7:00pm - Welcome Hospitality Reception

Wednesday, November 10, 2021

7:30am - 3:00pm - Registration Open

7:30am - 8:15am - Breakfast

8:15am - 8:30am - Welcoming Remarks and Housekeeping

8:30am - 10:00am - (Choose One)
Breakout Session #1 (Person 1.5)

It Takes a Stage Crew for Our Final Act
Loren Emmanuel, Ace Fiduciary Group  & panel 

Breakout Session #2 (Trust 1.5)
Stuck in an A/B Trust & What to Do about It
Frank Acuña, Esq. & Tracy Regli, Esq.  Acuña Regli LLP   

10:00am - 10:15am - BREAK – Enjoy Refreshments

10:15am - 11:45am - General Session (Person 1.5)
Performing a Cognitive Disorder Screening
Dr. Jonathan Canick, neuropsychologist

11:45am- 12:15pm - Break - Meet the Exhibitors

12:15pm - 1:00pm - Networking Lunch

1:00pm - 2:00pm - General Session (Person 1.0 Continued)
Performing a Cognitive Disorder Screening
Dr. Jonathan Canick, neuropsychologist 

2:00pm - 3:00pm - Choose One
Breakout Session #3 (Estate 1.5)
Lessons from 2020: Breaking Bad Investment Habits
Peter Wall, True Link Financial

Breakout Session #4 (Trust 1.5)
Jumpstart Your First Trust Administration: Stuff no one explains, explained!
Lisa Soloway, CLPF & Tracy Regli, Esq. Acuña Regli LLP 

3:30pm - 3:45pm - Break - Enjoy refreshments

3:45pm - 5:00pm - General Session (Ethics 1.0) 
Walking the Ethical Tightrope of a Fiduciary’s Duties of Loyalty, Impartiality & Prudence
Peter Wall, True Link Financial

5:00pm - Day is Finished                        

CEU:

6.5 Total Hours

Event Sponsors:

Merrill Lynch - The Special Needs Team

Vimvi Real Estate Professionals

Michael Stephens, Realtor With Corcoran Global Living

Andrew De Vries, MBA - Residential, Commercial, Probate, Estate, Trust & Conservatorship Real Estate Broker

Phillips Bonding, Insurance Agency, Inc. 

Tabletop Sponsors:

Hummingbird Project

Pacific Paragon Group at Morgan Stanley

Campbell Green LLP 

Care Indeed 

Tabletop Exhibitors:

First Citizens Bank

Claire Hultin Real Estate

Aviva In-Home Care

Quin Oaks Investment Group

TrueLink Financial

The Organized One

Home Care Assistance

Special Needs Planning Symposium

Food:

Yes

Cost:

PFAC Members: $200
Non-Members: $250
Students: $125

CLICK HERE to register

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