Los Angeles Chapter Meeting
Tuesday, February 28, 2023, 5:30 PM - 7:30 PM PDT
Category: Chapter Meetings
Meeting Title: "Is the Sky Falling, Again?" Actual Emergencies—Instead of the Ones Your Clients Believe Exist—and How You Can Protect and Prepare Your Practice for Major Disasters
Meeting Description: This presentation from the perspective of attorneys, CPA’s and private banking officers provides assistance and advice for fiduciaries to be operationally prepared for major disasters, inflation, and other forces that increase the risk of loss. The panel will cover the way that attorneys, fiduciaries, and CPA’s businesses have changed as a result of major disasters, and offer insight into business development related to outreach for those professions. The panelists will cover an action guide for handling emergency, life-threatening situations and provide a step-by-step checklist for protecting individuals and businesses before, during, and after major disasters. Specific examples and anecdotal advice will be covered on topics including deposit protection and FDIC limits, CDARS programs, and cyber security.
Speakers Name: Megan A. Moghtaderi
Meeting Sponsor Assured In Home Care Ingenious Asset Group, Inc
CEU: Practice Management: 1.0
Meeting Date: Tuesday, February 28, 2023
Meeting Time: 5:30pm-7:30pm
Meeting Format: In-Person Meeting
Venue Name and Address: The Proud Bird Food Bazaar & Events Center 11022 Aviation Blvd, Los Angeles, CA 90045
PFAC Members Only: No
Meeting Price: Members: $30 Non-Members: $40 No Student Price Available
Management Level of Difficulty: Beginning to Intermediate
Will food be served at this event?: Yes
Food and Menu Details: Buffet Style - Serve Yourself Vegetarian option
Thank you to our sponsors:
For More Information Contact: Brad Kuechler [email protected]
|