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WELCOME TO THE PROFESSIONAL FIDUCIARY ASSOCIATION OF CALIFORNIA™ (PFAC™)
Education, Advocacy and Advancement for Professional Fiduciaries

PFAC is committed to provide information to the membership on economic, social and political developments likely to affect the professional fiduciary; to provide continuing education and promote minimum standards in the administration of conservatorships, guardianships, trusts, estates and durable powers of attorney; to build and maintain awareness of this association among families, attorneys, probate courts officials, various city and county agencies, and among present and potential fiduciaries; to provide advocacy with the state legislature; and to cooperate with the courts of this state.

A Professional Fiduciary Bureau Announcement

The Professional Fiduciary Bureau is pleased to announce two additional ways for consumers and licensees to keep up with what is going on at the Bureau through Facebook and Twitter! Please follow the Bureau by clicking on the following links:  Facebook & Twitter


UPCOMING MEETINGS

  • Wednesday, July 1, 2015
    Long Beach Chapter Educational Meeting
    New and Revised Real Estate Contract for the California Fiduciary
    1.0 CEU - Pending
    7:30 - 9:30 AM, Tredway, Lumsdaine & Doyle, Long Beach
    Click here for info and registration

  • Thursday, July 9, 2015
    Chapters & Regions Leadership Gathering
    Doubletree Club by Hilton Orange County Airport
    7 Hutton Centre Drive
    Santa Ana, CA 92707
    www.dtcluborangeco.com

  • Thursday, July 9, 2015
    East Bay Chapter Educational Meeting

    Steering an Unruly Asset Class: The Fiduciary Management of
    Real Estate and Special Assets

    1.0 CEU, MCLE - Pending
    11:50 AM - 1:15 PM, Lafayette Library, Lafayette
    Click here for info and registration

  • Friday, July 10 2015
    Sonoma County Chapter Educational Meeting
    Home Equity Conversion/Reverse Mortgage Industry Update
    1.0 CEU, MCLE - Pending
    8:00 - 9:30 AM, Council on Aging, Santa Rosa
    Click here for info and registration

  • Friday, July 10, 2015
    Board of Directors Meeting

    Doubletree Club by Hilton Orange County Airport
    7 Hutton Centre Drive
    Santa Ana, CA 92707
    www.dtcluborangeco.com

  • Wednesday, July 15, 2015
    San Diego Chapter Educational Meeting
    Real Estate & Partnership Sales: Which Methods of Sale Best
    Protect Clients from Lawsuits

    1.0 CEU - Approved
    1:00 - 3:00 PM, Lantern Crest Senior Living, Santee
    Click here for info and registration

  • Thursday, July 16, 2015
    San Francisco Chapter Educational Meeting

    Wall Street Secrets: The Revealing Truth
    1.0 CEU - Pending
    12:00 - 1:00 PM, Sky Blue Penthouse, San Francisco
    Click here for info and registration

  • Tuesday, July 21, 2105
    Southern Region Education Day - 2 Presentations
    Before the Special Needs Trust: The Settlement Process - Settling a Minor or Incompetent Personal Injury or Medical Malpractice Cases; and
    How Not to Breach Your Fiduciary Duty in Advocacy for the Vulnerable, the Injured, and Infirmed

    1.0 CEU/MCLE (per presentation) - Pending
    4:00 - 6:00 PM (Presentation 1), 6:00 - 8:00 PM (Presentation 2)
    The Grand, Long Beach
    Click here for info and registration

  • Wednesday, July 22, 2015
    Inland Empire Chapter Educational Meeting
    Beyond Public Benefit Rules: Special Needs Trust Administration Challenges
    1.0 CEU/MCLE Pending
    6:00 - 8:00 PM, University of Redlands - University Club
    Click here for info and registration

  • September 10-11, 2015
    Board of Directors Meeting

    Hyatt Regency Indian Wells Resort & Spa
    (2016 PFAC Conference host property)
    44-600 Indian Wells Lane
    Indian Wells, CA 92210
    www.indianwells.hyatt.com

  • Saturday, September 19, 2015
    Southern Region Educational Meeting

    3rd PFAC Southern Region Educational Day
    6.25 CEU - Pending
    7:30 AM - 4:00 PM, The Grand, Long Beach
    Click here for info and registration

  • Thursday, October 15, 2015
    Northern Regional Meeting

    Details to follow

  • Thursday, October 22, 2015
    Southern Regional Meeting
    Details to follow

  • Tuesday, January 20, 2016
    Southern Regional Meeting
    Details to follow

  • Tuesday, March 15, 2106
    Southern Regional Meeting
    Details to follow

Do You Know What a Professional Fiduciary Is?
Click here to find out.

PFAC News
Are you a non-member who wants to subscribe to PFAC News?
Click here.

Becoming a Fiduciary
For information - click here.

NGA Study Guides
To order NGA Study Guides for the CA
licensing exam - click here.

Things to Remember When Renewing Your Fiduciary License With the Professional Fiduciary Bureau
Click here.


PFAC




PFAC New Administrative Office

PFAC c/o JBS & Associates
954 La Mirada St
Laguna Beach, CA 92651
Telephone 949-497-3673
Toll Free 866-886-7322
Fax 949-497-2623
Membership x 1600
Conference x 1610
Executive Director x 1300
Web - PFAC-Pro.org
Conference - PFACmeeting.org





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