PROFESSIONAL FIDUCIARY ASSOCIATION OF CALIFORNIA
Education, Advocacy and Advancement for Professional Fiduciaries
2023 PFAC Northern Region Education Day
November 2-3, 2023
Join the professional fiduciaries of the Northern Region for a day of education and networking. The event begins with a welcome Hospitality Reception on Thursday, November 2, where you can relax and get to know your associates. Spend the night and be ready to go early Friday morning. The Day provides up to 6.5 Continuing Education units with sessions relevant to new and experienced professional fiduciaries. PFAC Member Price: $200
Non-Member Price: $250
Student Price*: $125
*Student pricing requires student ID number
SCHEDULE
Thursday, November 2
TIME | DESCRIPTION | LOCATION |
|---|---|---|
03:00PM – 05:00PM | Exhibitor Setup | California Ballroom Foyer |
05:00PM – 07:00PM | Welcome Reception | Atrio Bar |
Friday, November 3
TIME | TYPE | DESCRIPTION | SPEAKER | LOCATION |
|---|---|---|---|---|
07:00AM – 05:00PM | Registration Open | California Ballroom Foyer | ||
07:15AM – 08:15AM | Breakfast | California Ballroom Foyer | ||
08:15AM – 08:30AM | GS | Opening Remarks/Welcome | California Ballroom | |
08:30AM – 10:00AM | GS | Myths In Long-Term Care | Anthony Chicotel, California Advocates for Nursing Home Reform | California Ballroom |
10:00AM – 10:15AM | BREAK/Visit Exhibitors | California Ballroom Foyer | ||
10:15AM – 11:15AM | 1A | Person Centered Financial Planning For People With Disabilities | Peter Wall, True Link Financial | California Ballroom |
10:15AM – 11:15AM | 1B | Issues Of Aging In The LGBTQ+ Community | Dr. Melinda Ginne | Contra Costa Ballroom |
11:15AM – 11:45AM | BREAK/Visit Exhibitors | California Ballroom Foyer | ||
11:45AM – 12:30PM | LUNCH | California Ballroom | ||
12:30PM – 02:00PM | GS | Court Accountings – Nothing To Be Afraid Of! The Nuts & Bolts And More | Martin Harris, Harris Fiduciary Accounting | California Ballroom |
02:00PM – 02:15PM | BREAK/Visit Exhibitors | California Ballroom Foyer | ||
02:15PM – 03:15PM | 2A | Needs Based Benefits And Special Needs Trusts: What Fiduciaries Need To Know | Janice Sternfeld, Attorney At Law | California Ballroom |
02:15PM – 03:15PM | 2B | When Dirt And Death Collide: Common Issues Arising From The Sale And Management Of Real Property In Estates And Trusts | David S. Hoffman, Esq. | Contra Costa Ballroom |
03:15PM – 03:30PM | BREAK/Visit Exhibitors | California Ballroom Foyer | ||
03:30PM – 05:00PM | GS | End Of Life Option Act: Overview And Perspectives From A Lawyer And End-Of-Life Doula | Stefanie Elkins and Craig Judson | California Ballroom |
05:00PM | End Of Day |
VENUE INFORMATION
Walnut Creek Marriott
2355 North Main St., Walnut Creek, CA 94596
(925) 934-2000
Hotel reservations are now open. Reserve now as space is limited.
Click Here to reserve your room
Cut-off Date:
October 12, 2023
Room Rates – $179 plus tax
Click Here to reserve your room
Event Sponsors
Tabletop Sponsors
