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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, August 26, 2015
    Silicon Valley Chapter Meeting
    Medi-Cal Planning: Protecting Your Client's Assets from
    Catastrophic Nursing Home Costs

    1.25 CEU Approved (Estate)
    7:30 AM, Holder's Country Inn, Cupertino
    Click here for info and registration

  • Wednesday, September 9, 2015
    Orange County Chapter Meeting
    Information Security Threats and Mitigating Steps
    1.0 CEU Approved (Estate)
    8:00 AM, Mimi's Cafe, Tustin
    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

  • Wednesday, September 16, 2015
    Northern California Region Education Day

    7.5 CEU Approved
    8:00 AM - 6:30 PM, South San Francisco Conference Center, South San Francisco
    Click here for info and registration

  • Thursday, September 17, 2015
    San Diego Chapter Meeting
    Trends & Changes in Home Care: A Presentation of Laws & Advocacy for Seniors
    1.0 CEU Approved (Person)
    11:30 AM - 1:30 PM, Paradise Village, National City
    Click here for info and registration

  • Saturday, September 19, 2015
    Southern Region Education Day

    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

  • Wednesday, September 23, 2015
    Inland Empire Chapter Meeting
    Obtaining a Fiduciary Bond and the Obligations
    and Responsibilities of Maintaining it

    1.0 CEU Approved (Estate)
    6:00 - 8:00 PM, University of Redlands University Club, Redlands
    Click here for info and registration

  • Friday, September 25, 2015
    San Diego Region Education Day
    Advocating For Our Clients
    5.0 CEU Pending (1 Ethics, 4 Person)
    9:00 AM - 3:00 PM, Palomar Medical Center, Graybill Auditorium, Escondido
    Click here for info and registration

  • Thursday, October 15, 2015
    San Francisco Chapter Attorney Appreciation Affair
    5:30 - 8:30 PM, Beach Chalet Restaurant, San Francisco
    Click here for info and registration

  • Thursday, October 15, 2015
    Northern Regional Meeting

    Details to follow

  • Wednesday, October 21, 2015
    East Bay Chapter Attorney Appreciation Dinner

    6:00 - 9:00 PM, Lafayette Veterans Memorial Center, Lafayette
    Click here for info and registration

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

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

  • Friday, February 26, 2016
    Board of Directors Meeting

    Doubletree Club Orange County Airport, Santa Ana

  • Tuesday, March 15, 2016
    Southern Region Meeting
    Details to follow

  • Wednesday, June 1, 2016
    Board of Directors Meeting
    Hyatt Indian Wells Resort & Spa, Indian Wells (at conference)

  • Wednesday, August 3 - Friday, August 5, 2016
    Board of Directors Meeting

    Doubletree Club Orange County Airport, Santa Ana


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


PFAC 2016 – 2019 Conference Dates
:

  • 2016
    June 1 - June 4, 2016
    Hyatt Regency Indian Wells
    Indian Wells, CA

  • 2017
    May 31 - June 3, 2017
    Hyatt Regency San Francisco Airport
    Burlingame, CA

  • 2018
    May 30 - June 2, 2018
    Riverside Convention Center, Riverside, CA
    Host Hotels: Mission Inn Hotel & Spa; Marriott Riverside & Hyatt Place Riverside, CA

  • 2019
    June 5 - 8, 2019
    Westin Mission Hills,
    Rancho Mirage, CA



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.



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