PFAC Southern Region Education Day September 21, 2019

2019 PFAC Southern Region Education Day

September 21, 2019

Join the professional fiduciaries of the Southern Region for a day of education and networking. Held at the beautiful University Club in Pasadena, the event provides up to 6.5 Continuing Education units with sessions relevant to new and experienced professional fiduciaries. Registration includes a full breakfast, plated lunch and hosted breaks.

LOCATION

University Club of Pasadena
175 N. Oakland Ave.
Pasadena, CA 91101
Hosted valet parking

COST

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

* Must have verifiable student identification

SCHEDULE

Total Credit Hours: 6.5
TIMECEUACTIVITYLOCATION
7:30AM to 3:00PMRegistration OpenClub Foyer
7:30AM to 8:15AMBreakfast
Southern Region Mtg.
Dining Room
8:15AM to 8:30AMWelcoming Remarks and HousekeepingDining Room
8:30AM to 10:00AM1.5
PERSON
SESSION A
Medical Cannabis: Promoting Health Without Creating Potheads
Dr. Dung Trinh, Irvine Clinical Research
Dining Room
10:00AM to 10:15AMBREAK – Visit ExhibitsClub Foyer
10:15AM to 11:15AM1.0
ETHICS
SESSION B
The Law, Ethics, and Practicalities of the Private Professional Fiduciary as Petitioner
Jeffrey Marvan, Esq., MarvanLaw, A.P.C. and Yevgeny Belous, Esq., Nielsen & Rogers LLP
Dining Room
11:15AM to 11:45AMBREAK – Meet the ExhibitorsClub Foyer
11:45AM to 12:30PMNetworking LunchDining Room
12:30PM to 2:00PM1.5
PERSON
SESSION C
Effective Use of Substituted Judgment Petitions to Protect Your Clients
Scott Schomer, Esq., Schomer Law Group
Dining Room
2:00PM to 2:15PMBREAK – Exhibit HallClub Foyer
2:15PM to 3:15PM1.0
PRACTICE MGMT
SESSION D
Accountings and Getting Fiduciary Fees
Hon. Judge Mary Thornton House (Ret.)
Dining Room
3:15PM to 3:30PMBREAK – Exhibit HallClub Foyer
3:30PM to 5:00PM1.5
PRACTICE MGMT
SESSION E
Client Retainer Letters: Getting Paid, Keeping It, and Dealing with Trouble
Frank Acuna, Esq., Acuna Regli LLP
Dining Room
5:00PMADJOURN
Schedule is subject to change without notice.

Please join us in thanking the sponsors who help make the 2019 Southern Region Education Day possible.

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Join us in 2019
as PFAC is ‘Making Magic Happen’
at the happiest place on Earth.


The 24th Annual PFAC Educational Conference provides
the most comprehensive fiduciary education available
in California. Who says learning can’t be fun?!

Visit the Conference Website

 

Thanks for making the 23rd Annual PFAC Educational Conference a success!

How Professional Fiduciaries Change Lives

How Professional Fiduciaries Change Lives

How Professional Fiduciaries Change Lives