Annual Fall Seminar October 18, 2017
Our 2017 Fall Seminar will once again be held at the Community Hospice offices on Spyres Way in Modesto. We are looking forward to an engaging & informative seminar for all disciplines in our Estate Planning Council Chapter.
Here is the speaker line-up for your review:
Debbie Rooks- "Pitfalls of Insurance"
Benjamin Spater- "ERISA Fiduciary Training & How to Avoid Personal Liability"
William Lapcevic & Mandy Jeffcoach- "Professional Negligence: What You Don't Know About Malpractice Could Cost You"
Mary Kay Foss- "Should You Trust a Trust as an IRA Beneficiary"
Dan Presher- "Conservatorships"
If you have any questions about the program, please contact Jon Whited at jon@modestoinsurance.net
We look forward to seeing you on October 18th for a full day of continuing education!
Jon Whited
