Meeting Title:
Business Succession Planning for Fiduciaries: Fulfilling the Duty of Continuous Care

Description of the Meeting:
The Duty of Continuous Care

Choosing the Right Entity

Are There Solutions? (Cobbling Together a Succession Plan)

The Kaiser-Permanente Solution

Selling a Practice

Ethical Considerations

Estate Planning Essentials

Speaker:
Frank R. Acuna, Partner - Acuna Regli

Sponsor:
H.M. Vreeland Surety Bonding Services

CEU & MCLE:
Practice Management: 1.25

Click Here to Register

Meeting Price:
Members: $20
Non-Members: $30

Will food be served at the meeting?
Yes

Food and Menu Details:
Light breakfast of either quiche or breakfast burrito, with fruit salad, pastry, coffee, tea, and water. Vegetarian option available by request.

Management Level of Difficulty:
Beginning to Intermediate

AGENDA

8:00am
INTRODUCTIONS & GUESTS

8:00-8:15 
GENERAL BUSINESS MATTERS                                   

8:15
INTRODUCTION OF SPEAKER                                   

8:15-9:15
PRESENTATION                                                             

9:15 – 9:30
Q & A                                                                            

9:30
CLOSE                                                                            

Mentoring Meeting to follow 9:45-10:45

Please Contact:
Jerry Phoenix CLPF
[email protected]
707.827.3029