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Meeting Title:
Northern Region Dinner - Recent Developments in Special Needs Planning and Trust Administration

Meeting Description:
The Northern Region is hosting its quarterly dinner at the Great Wolf Lodge in Manteca. The Regional Board meeting will be held from 4:30 p.m. to 5:30 p.m. in the Red Oak Conference Room. Mixer and Networking will be from 5:00 to 6:00 and dinner will be from 6:00 p.m. to 8:00 p.m. both in the Great Wolf Ballroom 1 & 2. Kevin Urbatsch is our guest speaker. He will be presenting on Recent Developments in Special Needs Planning and Trust Administration.

Additional Information:
A discounted room rate is being offered for attendees who would like to stay and enjoy the hotel amenities, including the indoor water park, during their visit. The room rate is $192/night. Please contact the hotel directly for reservations at 209-239-9653.Reference Block Code 2408FIDU There are limited rooms available at this rate so please make your reservations early. Great Wolf Lodge is a cashless resort. Please be sure to bring a credit or debit card for purchases.

Registration Closes:
August 13, 2024 - Please register by Midnight

Speakers Name:
Presented by Kevin Urbatsch

Thank you to our sponsors:
Ted Ong of Prudent Investors

Mark Piccolotti of Phillips Bonding 

Karen Kozak of National Care Advisors

Both CEU & MCLE:
1.5/1.5 - Trusts

Meeting Date:
Thursday, August 15, 2024

Meeting Time:
4:30 – 5:30 Board Meeting Red Oak Conference Room
5:00 – 6:00 Networking Mixer Great Wolf Ballroom I and II
6:30 – 8:00 Dinner and Speaker Kevin Urbatsch

Meeting Format: (In-Person and Livestream)
Those living in and around Manteca must attend in-Person
Those living outside that area can attend via Webinar Livestream

Location of Meeting:
Great Wolf Lodge
2500 Daniels St., Manteca, CA 95337

Who can attend?
Members and Non-Members (Everyone)

Meeting Price:
In Person Members/Students: $60 (Note: If you are 2 hours away from Manteca you must attend in person)
In Person Non-Members: $75 (Note: If you are 2 hours away from Manteca you must attend in person)
Outside Manteca area Webinar Members/Students: $40
Outside Manteca Webinar Non-Members: $55

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

Will food be served at this event?:
Yes 

Food and Menu Details:
Set Menu
Vegetarian option Available

For More Information Contact:
Brad Kuechler
[email protected]