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So You Have A Trust... Now What?
Thu, March 23, 2017, 4:00 PM – 6:00 PM PDT
A Pep Talk on Adopting Best Practices, Avoiding Pitfalls, and Anticipating Future Problems of Trusts and Being a Trustee
Bruce Bickel - Attorney & Professional Trustee
Daniel Ray - CFP. President of Regency Investment Advisors, Inc
An Educational Seminar Compliments of the Fresno First Bank Financial Academy
You have a trust. There are some things you want to think about now – to save anguish later.
- Who are you going to appoint as your successor trustee? Is a family member always the right choice?
- What are the biggest mistakes people make with their trusts and how to avoid them?
- How can you make the money you put into the trust work for you? What are your investment options?
Find answers to all of these questions and more on March 23, 2017 at
Pardini’s Catering & Banquets
2257 W Shaw Ave, Fresno, CA 93711
Doors open at 4:00 pm
Program 4:30 - 5:45 pm
Networking Hour After
Refreshments and light snacks provided