12th Annual Fiduciary Focus

Click here to view event materials. 

We invite you to attend our 12th Annual Fiduciary Focus program on Friday, February 26 – this year from the comfort of your desk. Our team will provide timely updates on wealth planning, including navigating potential changes as a result of the Biden Administration, as well as an interactive fiduciary litigation case discussion where you will get to vote on how the cases were resolved. Additional details follow.

Agenda: 
> Recent Developments in Wealth Planning – Presented by Farhad Aghdami
> Fiduciary Litigation Case Updates – Presented by Ben Pace and Evan Tucker
> Planning Under a New Administration – Panel discussion featuring Christine Piersall, Dan Durst and Kevin Bender

We look forward to seeing you online!

Continuing Education Credit:
Williams Mullen will apply for 3.0 hours of CPE and 3.5 hours of CFP credit for this program.

ABA Professional Certifications is dedicated to promoting the highest standards of performance and ethics within the financial services industry. 12th Annual Fiduciary Focus has been approved for 3.75 hours of CTFA credits. This statement is not an endorsement of this program or its sponsor. Certification holders must report these credits at aba.csod.com.