PROFESSIONAL FIDUCIARY ASSOCIATION OF CALIFORNIA
Education, Advocacy and Advancement for Professional Fiduciaries
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
VENUE INFORMATION
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
SCHEDULE
Total Credit Hours: 6.5
Tuesday, November 9, 2021 |
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| TIME | CEU | ACTIVITY |
| 5:00PM to 7:00PM | Welcome Hospitality Reception | |
Wednesday, November 10, 2021 |
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| TIME | CEU | ACTIVITY |
| 7:30AM to 3:00PM | Registration Open | |
| 7:30AM to 8:15AM | Breakfast | |
| 8:15AM to 8:30AM | Welcoming Remarks and Housekeeping | |
| 8:30AM to 10:00AM | 1.5 Person | Breakout Session #1 It Takes a Stage Crew for Our Final Act Loren Emmanuel, Ace Fiduciary Group & panel |
| 8:30AM to 10:00AM | 1.5 Person | Breakout 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 10:15AM | BREAK – Enjoy Refreshments | |
| 10:15AM to 11:45AM | 1.5 Person | General 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 PM | BREAK – Meet the Exhibitors | |
| 12:15PM to 1:00PM | Networking Lunch | |
| 1:00PM to 2:00PM | 1.0 | GENERAL SESSION (continued) Performing a Cognitive Disorder Screening Dr. Jonathan Canick, neuropsychologist |
| 2:00PM to 3:30PM | 1.5 Estate | Breakout Session #3 – Lessons from 2020: Breaking Bad Investment Habits Peter Wall, True Link Financial |
| 2:00PM to 3:30PM | 1.5 Estate | Breakout Session #4 – Jumpstart Your First Trust Administration: Stuff no one explains, explained! Lisa Soloway, CLPF & Tracy Regli, Esq. Acuña Regli LLP |
| 3:30PM to 3:45PM | Break – Enjoy refreshments | |
| 3:45PM to 5:00PM | 1.0 Ethics | General Session – Walking the Ethical Tightrope of a Fiduciary’s Duties of Loyalty, Impartiality & Prudence Peter Wall, True Link Financial |
| 5:00PM | ADJOURN | |
** 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