Professional Fiduciary Forum (open to everyone, no RSVPs)
Every 2nd and 4th Tuesday
Start: 12:00 noon
The Professional Fiduciary Forum takes place every 2nd and 4th Tuesday at 12:00 noon. Please call 515‑604‑9815, access code 498215# to bring your questions and participate in meaningful, frequently complex topics. Mentorship is encouraged. Topics are varied and range from guardianship issues to estate administration, and many more.
Call in for a relaxed, informal discussion. Present your topic or challenges for a round-table discussion, problem solving, or peer review. The agenda and topics will be set by participants.
Phone conference only!
call in to: 515-604-9815, access code: 498215#