2021 PFAC Northern Region Education Day

November 10, 2021

Join the professional fiduciaries of the Northern Region for a day of education and networking. The event begins with a welcome Hospitality Reception on Tuesday, November 09, 2021 where you can relax and get to know your associates. Spend the night and be ready to go early Wednesday morning. The Day provides up to 6.5 Continuing Education units with sessions relevant to new and experienced professional fiduciaries.

Click Here to Register


DoubleTree by Hilton Hotel San Francisco Airport

835 Airport Blvd Burlingame, CA 94010

Hotel Reservation’s are now open. Reserve now as space is limited at the discounted rate of $109 USD plus tax.

Click Here to reserve your room

Cut off Date: November 7th

Room Rates:
1 King Bed – $109
2 Double Beds – $109
* rates based on one adult per room

PFAC Reminders:
* COVID-19 vaccines are required to attend this event
** PFAC meeting policy – PANDEMIC ADDENDUM is also being used at this time



Total Credit Hours: 6.5

Tuesday, November 9, 2021

5:00PM to 7:00PMWelcome Hospitality Reception

Wednesday, November 10, 2021

7:30AM to 3:00PMRegistration Open
7:30AM to 8:15AMBreakfast
8:15AM to 8:30AMWelcoming Remarks and Housekeeping
8:30AM to 10:00AM1.5 PersonBreakout Session #1
It Takes a Stage Crew for Our Final Act
Loren Emmanuel, Ace Fiduciary Group & panel
8:30AM to 10:00AM1.5 PersonBreakout Session #2
Stuck in an A/B Trust & What to Do about It
Frank Acuña, Esq. & Lisa Zaragoza, Esq. Acuña Regli LLP
10:00AM to 10:15AMBREAK – Enjoy Refreshments
10:15AM to 11:45AM1.5 PersonGeneral Session
Utilizing a Cognitive Screening Toolbox to Help Fiduciaries (and Related Professionals) Detect Cognitive Problems and Better Understand Their Clients’ Cognitive Capacity
Dr. Jonathan Canick, neuropsychologist
11:45AM to 12:15 PMBREAK – Meet the Exhibitors
12:15PM to 1:00PMNetworking Lunch
1:00PM to 2:00PM1.0GENERAL SESSION (continued)
Performing a Cognitive Disorder Screening
Dr. Jonathan Canick, neuropsychologist
2:00PM to 3:30PM1.5 EstateBreakout Session #3
Lessons from 2020: Breaking Bad Investment Habits
Peter Wall, True Link Financial
2:00PM to 3:30PM1.5 EstateBreakout Session #4
Jumpstart Your First Trust Administration: Stuff no one explains, explained!
Lisa Soloway, CLPF & Tracy Regli, Esq. Acuña Regli LLP
3:30PM to 3:45PMBreak – Enjoy refreshments
3:45PM to 5:00PM1.0 EthicsGeneral Session – Walking the Ethical Tightrope of a Fiduciary’s Duties of Loyalty, Impartiality & Prudence
Peter Wall, True Link Financial

** Schedule is subject to change without notice **

Please join us in thanking the sponsors who help make the 2021 Northern Region Education Day possible.

Event Sponsors

Tabletop Sponsors

Tabletop Exhibitors

Interested in becoming a sponsor or exhibitor? Contact Tammy Willits at Ph: 844.211.3151 Ext. 403 

To Register For The Northern Region Education Day
Click Here