SANTA CLARA COUNTY ESTATE PLANNING COUNCIL

Learn how to recognize situations where appointing a third-party fiduciary is the wiser path and what factors to consider in making the right choice.

We're glad to welcome our friends from PFAC! Please enjoy member rates for this special combined meeting.

AGENDA
5:30 - Networking (cash bar)
6:15 - Dinner Buffet 
6:45 - SCCEPC Meeting & Sponsor Recognition
7:00 - Tales from a Third Party Fiduciary
8:00 - Concluding Remarks

REGISTRATION FEES
Fees are the same for in-person or online attendance. 
Premier Members - No Fee (included in annual dues)
Regular Members - $70
PFAC Members - $70
First Time Guests - $80
Return Guests - $100

QUESTIONS?
Contact Danielle@SCCEPC.org

This activity has been approved for 1.0 hours of MCLE credit by the State Bar of California. The Santa Clara Estate Planning Council is a State Bar of California approved MCLE provider, MAP Provider #9350.

This program, Tales from a Third Party Fiduciary, is pending acceptance by the CFP Board for 1.0 hours of CE credit. Credit will be reported directly to the CFP Board on behalf of CFP® professionals who provide their ID number.

A general certificate of attendance will be provided for others who may be able to apply the program toward their continuing education requirements. This includes the Accounting profession.