Bringing Client Goals to Fruition with Substantial Relationships and Deep Knowledge Our Government Relations & Lobbying team blends strong knowledge with impactful relationships. In fact,…
Wednesday, November 8, 2017
Registration and Networking: 11:30 a.m.
Program: 12:00 p.m. – 1:15 p.m.
Lunch will be provided for everyone.
Treasure Health – Wishart Parrish Room
1201 SE Indian Street
Stuart, FL 34997
Estate and Trust Accountings:
There are a variety of pitfalls, traps and missteps that practitioners and clients can make during the estate and trust administration process, any of which could be extremely costly to both the professional advisor and the client. Our presentation will highlight one of the most misunderstood procedures of estate and trust administration, accountings, and provide tips on how you and your clients can master the preparation of such accountings.
CPE credit will be applied for.
Kindly RSVP by November 1st to firstname.lastname@example.org
Questions? Call Michelle Sheperd at 772-464-7700