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San Diego Chapter In-Person Meeting
Wednesday, February 08, 2023, 11:45 AM - 1:00 PM PST
Category: Chapter Meetings


Meeting Title:
Managing Your Fiduciary Risk: Bonds, Errors, Omissions, Oh My

Meeting Description:
This presentation is a discussion of various types of insurance coverage (Bond, E&O insurance, and insurance carried by the conservator/estate/trust), what coverage applies when, when to contact the insurance carrier, and the potential liability to you as a fiduciary.

Speakers Name:
Kevin Kravets

Meeting Sponsor
Silver Linings Transitions

Practice Management: 1.0

Meeting Date:
Wednesday, February 8, 2023

Meeting Time:
11:45AM - 1:00PM

Meeting Format:
In-Person Meeting

Venue Name and Address:
Handlery Hotel
950 Hotel Circle N
San Diego, CA 92108

PFAC Members Only:

Meeting Price:
Members: $35
Non-Members: $50
Students: $35

Management Level of Difficulty:
Beginning to Intermediate
Intermediate to Advanced

Will food be served at this event?:

Food and Menu Details:
Set Menu
Vegetarian option

Thank you to our sponsors:

For More Information Contact:
Brad Kuechler
[email protected]