Caitlin Cogan
Caitlin Cogan

Caitlin Cogan is a professional fiduciary. Ms. Cogan owns her own practice in Long Beach and covers all of Los Angeles and Orange County. Ms. Cogan is not afraid of complex matters and works on conservatorships, trusts, probate, guardianships, special needs trusts and more. She has been a licensed fiduciary since 2017 with experience in the field for over 8 years. Ms. Cogan attended Cal State Fullerton and completed the Fiduciary program there.

This presentation will cover the basics of setting up a client file.
Member Price: $50
Non-Member Price: $70
CE Awarded:
1.0
Presented Date: August 23, 2020
https://pfac-pro.org/speaker/susan-brooksbank-mba-msee-bsme/