Register For This Event

Meeting Title:
Establishing a Financial Framework for Difficult Decisions

Meeting Description:
Establishing a decision framework helps do the right thing for the client while protecting you from liability. In our litigious society, it is imperative that you follow a consistent repeatable approach to making large and small decisions for your beneficiaries/wards.

Speaker Name:
Donovan Filpi

CEU & MCLE:
Estate: 1.0

Meeting Date:
Tuesday, October 25, 2022

Sponsor
Merrill Lynch Special Needs Team
Prime Probate & Trust Real Estate

Venue Name:
Mile Square Gol f Course 

Venue Address:
10401 Warner Ave | Fountain Valley, CA 92708 | (714)962-5541 

Meeting Time:
8:00 AM - 9:30 AM

PFAC Members Only:
No

Meeting Price:
Members: $25
Non-Members: $35
Student: $25

Management Level of Difficulty:
Beginning to Intermediate
Attorneys

Food:
Yes

Food and Menu Details:
Buffet Style - Serve Yourself
Deluxe Clubhouse Buffet - Scrambled Eggs, Grilled Sausage Links, Crispy Bacon, Breakfast Potatoes, Fresh Waffles and a Fresh Fruit Platter

Additional Information:
Please note that this is a new venue, different from past meetings. 

**** Please remember that PFAC's REGION AND CHAPTER LIVE MEETING POLICY – PANDEMIC ADDENDUM is still in place and can be viewed HERE