Meet Beth Misak of True Link Financial Advisors, PFAC’s first sponsor for the Fiduciary Academy Sponsorship Program. This is Beth’s testimony of her experience…
“I appreciate that PFAC handled everything (registration, reminders, technology set-up/hosting for the webinar). This really allowed me to focus on the content and delivery of the information. I value this type of sponsorship due to the focus on students and the newly licensed. This is an important segment that needs attention to build the pipeline of younger CLPF’s. The 30 minute window is not overwhelming for those attending or for the presenter to prepare. I have had a handful of follow-up calls and questions, so I know that the topic was helpful. I would do it again. The designated window of time to mix and mingle with this group at the PFAC Conference weighed heavily in True Link Financial Advisors decision to support this Sponsorship opportunity.” – Beth Misak of True Link Financial Advisors
Beth brings more than 17 years of experience in the financial services industry and has served as a California Licensed Professional Fiduciary (CLPF). Prior to joining True Link Financial Advisors, she was a Vice President at HearthStone Private Wealth Management, where she provided financial advisory services to professional fiduciaries. Beth is an active member of the Professional Fiduciaries of California (PFAC) having served on the conference fundraising committee since 2019, is a member of the Society for Estate and Trust Practitioners (STEP) and is a member of Probate Attorneys of San Diego (PASD).
If you would like to contact Beth Misak of True Link regarding our Fiduciary Academy Sponsorship Program or have other questions for her you can reach her HERE.
If you would like to learn more or how to become a sponsor for PFAC’s Fiduciary Academy Sponsorship Program please click HERE.