Event

  2014 Richmond Fiduciary Focus Seminar 02.21.2014 8:30am — 02.21.2014 1:30pm

The Richmond office will be hosting  6th Annual Fiduciary Focus seminar - our annual educational event for fiduciaries in Virginia.

8:30 AM - 9:00 AM    Registration and Breakfast
9:00 AM - 1:30 PM    Program

Williams Mullen Center
200 South 10th Street, 15th Floor
Richmond, VA

Topics Include:

  • Recent Developments in Tax and Estate Planning – Farhad Aghdami
  • Quirks of Funding Trusts  – Christine N. Piersall
  • Ripple Effects of Windsor  – Daniel J. Durst
  • Managing Valuation Risks – Panel Discussion
  • Handling Tricky Distribution Issues  – Panel Discussion

Continental breakfast and lunch will be served.

Continuing Education Credit
CLE credit will be applied for in Virginia after the live presentation. CPE, CFP and CTFA credit pending.