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.
> 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.
Kevin G. Bender
Daniel J. Durst
W. Benjamin Pace
Christine Nguyen Piersall
Evan X. Tucker