February 23rd, 2024
8:30 AM - 1:30 PM EST
Williams Mullen Center
200 South 10th Street, 15th Floor
Richmond, VA 23219
Join us for our 15th Annual Fiduciary Focus! Breakfast and lunch will be provided.
8:30 - 9:00 AM | Breakfast & Registration
9:00 AM - 1:00 PM | Program
1:00 - 1:30 PM | Lunch
Topics Include:
- Recent Developments in Wealth Planning
- Using Trustee Investment Statements
- Strategies to Avoid Fiduciary Pitfalls
- "Mother May I" Petitions with No Contest Clauses
There is no cost to attend this event.
Continuing Education Credit
This program will be submitted for CPE and CFP credit (pending).
Contact
Bekah Simmonds | Marketing Assistant | rsimmonds@williamsmullen.com
