Event

  2023 Fiduciary Focus Click Here to Register Seminar 02.24.2023 8:30am — 02.24.2023 1:00pm

Click here to join us as we return to an in-person format for our 14th Annual Fiduciary Focus! Breakfast and lunch will be provided.

Location:
Williams Mullen's Richmond Office
Williams Mullen Center
200 South 10th Street, 15th Floor 
Richmond, VA 23219

Click here to view the agenda.

Topics Include:

> Recent Developments in Wealth Planning
> Corporate Transparency Act Compliance for Fiduciaries
> Wealth Transfer Planning in a Down Market and Higher Interest Rate Environment
> SECURE Act 2.0

There is no cost to attend this event.

Continuing Education Credit: This program will be submitted for CPE and CFP credit.

Space is limited. Please register by clicking this invitation, and acceptance of your registration will be confirmed via email.

Contact: Vionne Clarke | Marketing Assistant | vclarke@williamsmullen.com