Contact
Questions about an upcoming event: Bekah Simmonds | Marketing Assistant
EVENT
16th Annual Fiduciary Focus
Fri, Feb 28, 2025
8:30 AM
- 1:30 PM EST
Join us for our 16th Annual Fiduciary Focus! Topics include:
- Recent Developments in Wealth Transfer Planning
- Virginia Legislative Updates
- Advance Directives and HIPAA
- Case Studies and Lessons Learned from 2024
- Trust Terminations and Modifications
8:30 - 9:00 AM | Registration & Breakfast
9:00 AM - 1:05 PM | Program
1:05 - 1:30 PM | Lunch
Continuing Education Credit: This program is approved for 4.5 hours of CPE and CFP credit.
There is no cost to attend this event.
Disclaimer: This program is for informational purposes only and does not constitute legal advice nor automatically form an attorney-client relationship with participants.
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