February 26th, 2021
9:00 AM - 12:00 PM ET
We invite you to attend our 12th Annual Fiduciary Focus program on Friday, February 26 – this year from the comfort of your desk. Our team will provide timely updates on wealth planning, including navigating potential changes as a result of the Biden Administration, as well as an interactive fiduciary litigation case discussion where you will get to vote on how the cases were resolved. Additional details follow.
Agenda:
> Recent Developments in Wealth Planning – Presented by Farhad Aghdami
> Fiduciary Litigation Case Updates – Presented by Ben Pace and Evan Tucker
> Planning Under a New Administration – Panel discussion featuring Christine Piersall, Dan Durst and Kevin Bender
We look forward to seeing you online!
Continuing Education Credit:
Williams Mullen will apply for 3.0 hours of CPE, CFP, and CTFA credit for this program.
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