REGISTER HERE

Meeting Title:
Mental Fitness for Fiduciaries

Meeting Description:
Fiduciaries face numerous challenges -- financial pressure, dealing with difficult people, client relationship pressure, juggling multiple priorities and dealing with uncertainty (to name just a few). How can you stay balanced and pursue success in your daily life? Ella Morgulis, certified life coach, will lead a discussion on how to grow mental muscles to thrive in challenging times. 

Please register by NOON on Thursday, July 20th as we cannot guarantee room for walk-ins (limited to 30 attendees). Our agenda is as follows: 11:30am - 11:50am, registration, networking, placement of lunch orders; 11:50am, introductions;12pm - 1pm, speaker presentation; 1-1:30pm, San Mateo PFAC Chapter business meeting (fiduciaries and aspiring fiduciaries only).Don't forget to bring your check for $35 payable to PFAC (we do not take credit cards).

Speakers Name:
Ella Morgulis, MBA, PCC

CEU:
Practice Mangement: 1.0

Date
Friday, July 21, 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
Pay at the door only

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.  

For More Information Contact:
Brad Kuechler
[email protected]