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First Annual Florida Fiduciary Conference

Tracking # 20-680299

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Method Conference
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Course overview

Hear experts in the field speak about duties and responsibilities while serving as a fiduciary or trustee in Florida. Learn best practices for managing fiduciary business. Experienced professionals will give guidance on common mistakes in accountings, probate administration, handling of personal property, and court filings. Learn appropriate steps to take to protect your clients when admitted to facilities, and much more.

Subject areas

This course counts toward the state boards and subject areas below.

Florida Office of Public and Professional Guardians

Professional Guardian

7h Continuing Education

Florida Office of Public and Professional Guardians (old)

Professional Guardian-

7h Continuing Education

Disclosure statements

Who should attend? Professional Fiduciaries, Attorneys, CPAs, Professional Guardians, Trust Officers, Money Managers and other professionals serving in fiduciary capacities for their clients.