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San Mateo In-Person Chapter Meeting
Friday, March 17, 2023, 11:30 AM - 1:30 PM PDT
Category: Chapter Meetings

REGISTER

Meeting Title:
Tools To Help Your Clients Age In Place

Description of the meeting:
Probate Attorney Deb Fox, principal of Fox Probate Group, will address "Tools To Help Your Clients Age In Place." This discussion with include who gets to decide where the elder resides, challenges to aging in place as care needs increase, legal tools and financial resources -- which will also be supported by a deep dive on reverse mortgages led by Kathy Affeltranger.

Do you have any additional information you would like to include for your attendees?:
Register by NOON on Thursday, March 16 as we cannot guarantee room for walk-ins (limited to 30 attendees). Please arrive on time and be seating by 11:50am so that we can begin introductions on time. Our agenda is as follows: 11:30-11:50, registration, networking and placement of lunch orders. 11:50am-12pm - introductions. 12-1pm - presentation, 1-1:30pm - San Mateo chapter business meeting (fiduciaries and aspiring fiduciaries only). Please bring a check for $35 payable to PFAC, this will be collected at the meeting (no cash or credit cards).

Speakers Name:
Deb Fox
Kathy Affeltranger

CEU/MCLE:
Person: 1.0/1.0

Date
Friday, March 17, 2023

Time
11:30AM - 1:30PM

Venue Name
Hobee's
1101 Shoreway Road
Belmont, California 94002

PFAC Members Only:
No

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

Management Level of Difficulty:
Beginning to Intermediate

Will food be served at this event?:
Yes

Food and Menu Details:
There will be a set menu and a vegetarian option will be available.  
See Menu Board in back of room.

Thank you to our Sponsor:

 

 

 

 

 

For More Information Contact:
Brad Kuechler
[email protected]