PROFESSIONAL FIDUCIARY ASSOCIATION OF CALIFORNIA
Education, Advocacy and Advancement for Professional Fiduciaries
2024 PFAC Southern Region Education Day
October 10-11, 2024
Join the professional fiduciaries of the Southern Region for two days of education and networking. Join us for a full day of education on Thursday and then spend the night and be ready to go early Friday morning. The event provides up to 8.0 Continuing Education units with sessions relevant to new and experienced professional fiduciaries.
PFAC Member Price: $225
Non-Member Price: $275
Student Price*: $160
*Student pricing requires student ID number
VENUE INFORMATION
Long Beach CA 90802
(562) 491-1234
Room Rates:
1 King Bed – $229
2 Double Beds – $229
* rates based on one adult per room
SCHEDULE
Thursday, October 10
TIME | SESSION | LOCATION | CEU |
|---|---|---|---|
Total CEUs | 5.5 | ||
08:00AM – 09:30AM | Breakfast / Networking | Exhibit Hall / Cafeteria | |
09:30AM – 11:00AM | General Session: Your Day In Court! How Did You Get Here and What Does It Mean
Debby Doitch, KJMLAW Partners PLC | Beacon Ballroom B | 1.5 |
11:00AM – 11:30AM | Break / Networking | Exhibit Hall / Cafeteria | |
11:30AM – 01:00PM | Investments Authorized By Statute: From FDIC Insurance To The Prudent Investor Act And The NEW & IMPROVED Fiduciary Income And Principal Act Rules
Donavan Filpi, Merrill Lynch Special Needs Team and Francine Lee, Ernst & Young
| Beacon Ballroom B | 1.0 |
01:00PM – 01:30PM | Break / Networking | Exhibit Hall / Cafeteria | |
01:30PM – 03:00PM | Dueling Perspectives On Capacity
Scott Rahn
RMO LLP | Beacon Ballroom B | 1.5 |
03:00PM – 03:30PM | Break / Networking | Exhibit Hall / Cafeteria | |
03:30PM – 05:00PM | Insurance: What Is It Good For?
Philip Barbaro, Barbaro, Chinen, Pitzer & Duke LLP and Samantha Chung Ogura, Acrisure | Beacon Ballroom B | 1.5 |
05:00PM – 07:00PM | Reception | Poolside |
Friday, October 11
TIME | SESSION | LOCATION | CEU |
|---|---|---|---|
Total CEUs | 2.5 | ||
08:00AM – 09:00AM | Breakfast / Networking | Exhibit Hall / Cafeteria | |
09:00AM – 10:00AM | Artificial Intelligence and Senior Scams: Protecting Our Elderly In The Digital Age
Sam Gopinathan, New Wave Home Care | Seaview Ballroom | 1.0 |
10:00AM – 10:30AM | Break / Networking | Exhibit Hall / Cafeteria | |
10:30AM – Noon | Legal And Compassionate End Of Life Options
Dr. Bob Uslander, Empowered Endings
ETHICS | Seaview Ballroom | 1.5 |
Event Sponsors
Tabletop Sponsors
Exhibitors
