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This is an informative discussion on Funeral/Burial planning that is unique to different to every culture and religious tradition.

Learning Objectives will have a focus on reality vs theoretical.

Scott will be providing answers and best practices suggestions to issues such as when and how can a fiduciary, serving as Guardian, Conservator, Personal Representative or Trustee delegate their…

J.D. Strong of Bond Services of California will be presenting “Surety Bonds Problems and Solutions”.

This is a great discussion from Judges on PPF’s in Court from a Judges Perspective.

A course giving at the 2023 PFAC Conference.

Learn from seasoned and established professional fiduciaries the critical elements needed in establishing and growing your practice.

In this all important subject five leading experts define and discuss anosognosia. The course covers anosognosia, self-neglect, confabulation, brain storms, range of ability and much more.

This presentation will introduce us to “Professional Fiduciary Practice Administrators”

Resolving family disputes. An overview of family conflict. Skills for fiduciaries finding themselves in a family dispute situation, and involving a mediator.