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Meeting Title:
Ins and Outs of FDIC Insurance

Meeting Description:
If you think you know everything about FDIC accounts, alternatives, and changes - think again! Join us for a presentation by Prudent Investors and a discussion with expert panelists about best practices for insuring accounts. Breakfast and networking at 7:30am, meeting starts promptly at 8am.

Speaker Name:
Brandon Fiely, CFA, Financial Consultant, Chief Investment Officer, Starcare Associates, Inc.
Donovan Filpi, CFP®, CRPC™, First Vice President, Wealth Management Advisor, The Special Needs Team, Merrill Lynch Wealth Management
Jared Ong, CFP®, Prudent Investors
David Shahoian, Senior Vice President,  Citizens Business Bank

CEU:
Estate: 1.0

Meeting Date:
Thursday, April 20, 2023

Venue Address:
Prudent Investors
22932 El Toro Rd, Lake Forest, CA 92630

Meeting Time:
7:30AM - 9:30AM

PFAC Members Only:
No

Meeting Price:
Members: $25
Non-Members: $35
Student: $25

Management Level of Difficulty:
Beginning to Intermediate
Intermediate to Advanced
Attorneys

Food:
Yes

Food and Menu Details:
Buffet Style Menu - Serve Yourself

A "BIG" Thank You To Our Sponsors:

For More Information Contact:
Brad Kuechler
[email protected]