REGISTER

Meeting Title:
Fiduciary Mentoring Meeting

Meeting Description:
Fiduciary and potential fiduciary (student or professional preparing to enter the field) only meeting to discuss the formation of a new PFAC Chapter for the Monterey Bay area serving Monterey, Santa Cruz, and San Benito Counties. This chapter would provide quarterly Mentoring Meetings for fiduciaries to discuss cases and business, encourage seasoned fiduciaries to find mentees and attract and sustain new fiduciaries. We would build in meetings for CEU/MCLEs and open to all members and interested parties in the future. Discussion points at this inaugural meeting will include whether to go forward with joint meetings at a centralized location, changing locations each meeting (i.e. Monterey, then Salinas, then Santa Cruz), form separate chapters within the region or have virtual meetings. Meeting is free, and lunch items are available for purchase at a reasonable cost at the venue. No outside food.

Speakers Name:
No Speaker - General Mentoring Meeting

CEU:
No 

Date
Tuesday, March 21, 2023

Time
12:00PM - 1:30PM

Venue Name
Sea Harvest Restaurant
2420 Highway 1,
Moss Landing, CA 95039

PFAC Members Only:
Fiduciaries
Students
Pre-Licensing Students

Meeting Price:
Free Meeting

Management Level of Difficulty:
Beginning to Intermediate

Will food be served at this event?:
Lunch items are available for purchase at a reasonable cost at the venue.
(Note: No outside food)

Thank you to our lunch sponsor:

For More Information Contact:
Brad Kuechler
[email protected]