Title:
Life Planning Program and the Private Fiduciary

Meeting Description:
Learn how the Life Planning Program can help the Fiduciary provide better case management and delivery of services to beneficiaries at a cost which is affordable and reasonable.

Speakers:
Stephen Dale - Attorney - The Dale Law Firm 
Christine Grabowski – Director – Independent Living / Case Management - East Bay Innovations (EBI)

CEU:
Trusts: 1.0

Sponsor:
Dan Cutter
Merrill Lynch Special Needs Team

Click Here to Register

Pricing:
Members: $10
Non-Member: $20

Food will be served:
Catered Box Lunches

Management Level of Difficulty:
Beginning to Intermediate 

Agenda

11:30    Lunch available; attendees arrive and register
12:00    President's announcements
12:05    Presentation commences
12:55    Presentation Q&A commences
1:00      Presentation concludes; experienced PFAC members available for general Q&A and / or 1:1 consults; lunch cleanup commences
1:30      Room rental ends