Please join us for the 7th Annual Fiduciary Focus seminar - our annual educational event for fiduciaries in North Carolina, hosted by Linda F. Rigsby.
Friday, May 8, 2015
8:30 AM - 9:00 AM Registration and Breakfast
9:00 AM - 12:30 PM Program
12:30 PM -1:00 PM Lunch
301 Fayetteville Street, Suite 1700
Raleigh, NC 27601
Recent Developments for the Estate Planning Professional – Eugene W. Chianelli, Jr.
North Carolina Guardianship Considerations & IRA Payout/ Beneficiary Designations – Charles L. Steel, IV
Select 2014 Cases Concerning Fiduciaries – W. Benjamin Pace
Planning for a Liquidity Event – Daniel J. Durst
Continental breakfast and lunch will be served.
There is no fee to attend this educational event.
Continuing Education Credit
CLE credit will be applied for in North Carolina after the live presentation. CPE, CFP and CTFA credit pending.