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San Diego - Communication - A Primary Key to Fiduciary Success
San Diego - Handlery Hotel
950 Hotel Circle North
San Diego, CA 92108
USA
Wednesday, July 10, 2019, 11:30 AM - 1:00 PM PDT
Category: Chapter Meetings

Meeting Title:
Communication - A Primary Key to Fiduciary Success

Description of the meeting:
Our speaker, Ralph Hughes, of Hughes & Pizzuto is one of San Diego's most respected attorneys and is regarded as an expert in the Probate and Trust Administration field. Mr. Hughes will be sharing his knowledge, experience, and practical tips on communication between a fiduciary and beneficiaries or interested parties. He will cover topics such as to whom a fiduciary owes a duty of information, what information can be shared, and best practices when communicating with difficult/challenging personalities.

Speaker's Name:
Ralph Hughes

Sponsor's Name:
HearthStone - Private Wealth Management


Click Here to Register


CEU:
Estate: 1.0

Will food be served at the meeting?:
Yes 

Food and Menu Details:
Plated Lunch of salad & main course.
A vegetarian option will be available.

Meeting Pricing:
Fiduciary Members:
$25
Affiliate Members:
$35
Non-members:
$40

Management Level of Difficulty:
Beginning to Intermediate 

Thank you Hearthstone for your support.

Hearthstone


Contact: Stacy Baxter - [email protected] - 8139667199