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
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
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