If you would like to learn more about licensed fiduciaries, we offer two monthly seminars to cover the general roles and duties of Professional Fiduciaries and discuss how we can help you.
The monthly presentations will be conducted both at our office as well as via Zoom. Cost per family is $85. Payment will be collected by check on the day of the presentation, or by credit card upon reservation.
On the day of the seminar, please check-in at our office located at 1451 River Park Drive, Suite 121 (enter through the South Building, far left entrance), first, and we will escort you to our conference facility. Space is limited to 35 people per event.
If you are unable to attend these dates, but are still interested, please check back in a few months for more options.
Sign up by calling (916) 333-5221.