Interested in sponsoring - click here

- Hear experts speak about the duties and responsibilities while serving as a fiduciary and recent legislative changes.

- Special Keynote Speaker Amy O’Rourke, MPH, CMC, Author, TED Talk Presenter, and Care Management Expert

- Learn best practices, accounting and bookkeeping requirements, dangerous trust provisions to avoid.

- Professionals will give guidance on common mistakes in probate administration, trust administration, care planning and court filings.

Professional Fiduciaries & Guardians 

Attorneys, CPAs

Trust Officers, Paralegals

Individuals interested in starting a fiduciary business

3 Ways to Attend:

- LIVE at POYNTER INSTITUTE, St. Petersburg Florida

- STATEWIDE WATCH PARTY LOCATIONS:
Southeast/Palm Beach, Southwest/Naples, Central/Orlando, North/Tallahassee

- VIRTUAL ~ Wherever you are!

$350 for Non-Members * $250 for Members

Education: Applied for 7 hours of CLE and CEU, including one hour of Ethics; CJE, & CTFA eligible.

* CONFERENCE REGISTRATION INCLUDES *

• BACK BY POPULAR DEMAND! Thursday, February 24th - Happy Hour - "What is it worth?" - Ask the Kennedy Brothers! Available via Zoom OR In-Person at the office of Professional Fiduciary Services, Darby Jones in St. Petersburg
• Continental Breakfast
• Lunch
• Course Materials - Click HERE for the Detailed AGENDA
  
• & Networking