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]
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