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Questions about an upcoming event: Bekah Simmonds | Marketing Assistant
EVENT
15th Annual Fiduciary Focus
Friday, Feb 23, 2024
8:30 AM
- 1:30 PM EST
The 15th Annual Fiduciary Focus provided information regarding recent developments in wealth planning, using trustee investment statements, strategies to avoid fiduciary pitfalls and "Mother May I" petitions with no contest clauses.
Supplemental materials from the presentation are now available for download.
Please note that our continuing education application was for live credit only. As such, the materials are not applicable for credit in any state.
Join us for our 15th Annual Fiduciary Focus! Breakfast and lunch will be provided.
Continuing Education Credit: This program is approved for 4.5 hours of CPE and CFP credit.
Topics Include:
- Recent Developments in Wealth Planning
- Using Trustee Investment Statements
- Strategies to Avoid Fiduciary Pitfalls
- "Mother May I" Petitions with No Contest Clauses
There is no cost to attend this event.
Agenda
| 8:30 - 9:00 AM | Breakfast & Registration |
| 9:00 - 9:05 AM | Welcome |
| 9:05 - 10:20 AM | Recent Developments in Wealth Planning Presenters: Farhad Aghdami, Daniel Durst & Christine Piersall |
| 10:20 - 10:30 AM | Break |
| 10:30 - 11:30 AM | Using Trustee Investment Statements Presenter: Stephan Lipskis |
| 11:30 - 11:40 AM | Break |
| 11:40 AM - 12:25 PM | Strategies to Avoid Fiduciary Pitfalls Presenter: Jefferson Hunt |
| 12:25 - 1:00 PM | "Mother May I" Petitions with No Contest Clauses Presenter: George Bowles |
| 1:00 - 1:05 PM | Closing |
| 1:05 - 1:30 PM | Lunch |
Disclaimer: This program is for informational purposes only and does not constitute legal advice nor automatically form an attorney-client relationship with participants.
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