Title:Client Retainer Letters: Getting Paid, Keeping It, and Dealing with Trouble

Meeting Description:
This meeting will focus on how fiduciaries can limit liability by incorporating retainer letters into their practices. The speak will discuss fiduciary conflicts of interest, best practices for getting paid, and what to do if you end up in litigation. By incorporating the speakers techniques, fiduciaries will be better equipped to build value into their practices through a proper engagement process.

Speaker:
Frank Acuna

CEU:
Practice Management - 1.0

Sponsor:
Citizens Business Bank
Specialty Banking Group

Click Here to Register

Pricing:

Members: $40
Non-Members: $60

Will food be served?
Yes
Vegetarian and Chicken option.

Management Level of Difficulty:
Beginning to Intermediate

Agenda

11:30am Doors open. Networking available

11:55pm Sponsor presents their business

12:00pm Presentation begins with Frank Acuna covering
Client Retainer Letters: Getting Paid, Keeping It, and Dealing with Trouble

1:15pm Presentation concludes with opportunity for Q & A with attendees

1:16pm Closing remarks by PFAC board members

1:30pm Meeting adjourns