Click here for the seminar brochure.
AGENDA
Wednesday, October 4, 2017
Seminar Registration
12:00noon to 1:00pm
Welcome and Introduction
1:00pm to 1:10pm
Trust Legislative Update
1:10pm to 2:15pm
Tim Keehan
ERISA and Fiduciary Rule Update
2:30pm to 3:30pm
Jeanne Wilson
How to Prevent Elder Financial Abuse
3:45pm to 5:00pm
Denise Lettau
FIRMA Welcome Reception, Auditorium Foyer
5:15pm to 6:15pm
Thursday, October 5, 2017
Continental Breakfast
7:30am to 8:30am
Current OCC Trust Initiatives
8:30am to 9:30am
Tish Dalton
Emerging Risks within Wealth / Trust
9:45am to 11:00am
Don Andrews
Cyber Risk / Cyber Crime Developments
11:15am to 12:15pm
Luke Dembosky
Adjourn
12:15pm
TRAINING LOCATION:
Key Center
9th Floor - R.W. Gillespie Conference & Education Center
Case Western Auditorium, 127 Public Square
Cleveland, Ohio 44114
Click here for hotel reservations at the Cleveland Marriott Key Center.
SEMINAR FEES:
FIRMA Members -- $425
Non-members -- $580
Cancellations received through September 15, 2017, will be refunded, less a $25.00 service charge. Cancellations received September 16, 2017 through September 22, 2017, will be refunded subject to a $125.00 service charge. Cancellations made after September 22, 2017, are not refundable.
FIRMA reserves the right to change speakers or reschedule or cancel sessions when necessary. FIRMA is not responsible for any penalties (e.g. airfare, hotels, etc.) that may be incurred should this program be canceled. For more information regarding seminar administrative policies such as complaint or refund, please contact our offices at (770) 790-8355.
© FIRMA 2016. All rights reserved.
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The Fiduciary & Investment Risk Management Association, Inc.
P.O. Box 669515, Marietta, GA 30066
