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  • The "Business" of being a Professional Fiduciary - January 2023 Fiduciary Friday

The "Business" of being a Professional Fiduciary - January 2023 Fiduciary Friday

  • Friday, January 27, 2023
  • 9:00 AM - 10:00 AM
  • Zoom

Registration


Register


Friday, January 27, 2023

9:00 a.m. - 10:00 a.m.

The "Business" of being a Professional Fiduciary

A picture containing person, wall, person, indoor Description automatically generatedPresented by Betsy Leslie 
and Shelley Perry
.


Betsy Leslie began serving as a Professional Fiduciary in 2015 and opened Tampa Bay Fiduciary, LLC in 2018. She serves as an Independent Trustee, Personal Representative, Agent under Power of Attorney, Health Care Surrogate, Curator and other roles of agency.

Shelley is a trust and estates attorney who has also held senior fiduciary planning and administration positions in a multi-family office and corporate trust department, in addition to practicing in a boutique estate planning law firm.

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Friday - January 27, 2023

9:00 a.m. - 10:00 a.m. - VIRTUAL

$50.00 - Non-Members

FREE - Members
(Click HERE for more information on Membership)

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THANK YOU TO OUR SPONSOR!


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Applied for one hour continuing education: Attorneys, Professional Guardians, CTFA

Professional Fiduciary Council of Florida
3637 4th Street North, Suite #270
St. Petersburg, FL 33704
727-350-4049

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