PFAC Southern Region Education Day November 04, 2021

2021 PFAC Southern Region Education Day

November 04, 2021

Join the professional fiduciaries of the Southern Region for a day of education and networking. Held at The Grand in Long Beach, the event provides up to 6 Continuing Education units with sessions relevant to new and experienced professional fiduciaries. Registration includes a full breakfast, plated lunch and a one hour happy hour.

LOCATION

The Grand Long Beach
4101 E Willow St
Long Beach, CA 90815

Please Note: There have been no hotels reserved, but if you are in need of a hotel for the night, you can use nearby accommodations at Residence Inn by Marriott, Holiday Inn Long Beach Airport, or Long Beach Marriott.

COST

PFAC Member: $135
Non Member: $175
Student: $75 *

*  Must have verifiable student identification
**  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

TIMECEUACTIVITY
7:30AM to 8:30AMCheck-in/Networking
8:30AM to 8:45AMPFAC-Southern Region Meeting
8:45AM to 9:45AMEstate 1.0Probate: Getting Appointed, Navigating the Unexpected, and Successful Accountings and Fee Petitions
9:45AM to 10:45AMTrusts 1.0Special needs trusts and able accounts – tools to assist the differently abled and the elderly
10:45AM to 11:00AMBreak
11:00AM to 12:30PMConservatorship 1.5Conservatorship Administration: Duties, Practice Tips and War Stories
12:30PM to 2:00PMLunch with table topics
2:00PM to 3:30PM Practice Management 1.5Trustees’ Tips To Avoid Litigation
3:30PM to 3:45PMBreak
3:45PM to 4:45PMEthics 1.0Ethical Dilemmas Facing Professional Fiduciaries
4:45PM to 6:00PMSponsor Mixer

*** Schedule is subject to change without notice ***

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

Event Sponsors

Exhibitors

To become a sponsor of this event, please contact:

Tammy Willits
Ph: 844.211.3151 Ext:403
Email: tammy@pfac-pro.org