Submitted by rsimmonds on

Event

  15th Annual Fiduciary Focus Register Here 02.23.2024 8:30am — 02.23.2024 1:30pm
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.
 
Location:
Williams Mullen - Richmond Office
Williams Mullen Center
200 South 10th Street, 15th Floor 
Richmond, VA 23219
 
Continuing Education Credit
This program will be submitted for CPE and CFP credit (pending).
 
Contact
Bekah Simmonds | Marketing Assistant | rsimmonds@williamsmullen.com
 
Disclaimer
This program is for informational purposes only and does not constitute legal advice nor automatically form an attorney-client relationship with participants.

 

Location:
Williams Mullen - Richmond Office
Williams Mullen Center
200 South 10th Street, 15th Floor 
Richmond, VA 23219