Events

Current Risk Issues Seminar -- New York

November 16, 2017
Member Price: $425.00
Non-Member Price: $580.00
Registration Form

Description

Click Here for Seminar Brochure
AGENDA

Thursday, November 16, 2017
Continental Breakfast & Registration
7:30am to 8:15am

Welcome and Introduction
8:15am to 8:30am
Hale Mast, FIRMA

Current OCC Trust Initiatives
8:30 to 9:30am
Joel Miller

ERISA and Fiduciary Rule Update
9:45 to 10:45am
Candace Quinn

Emerging Risks within Wealth / Trust
11:00am to 12:00noon
Don Andrews

Lunch   (Provided)
12:00noon to 1:00pm

Legislative Update
1:00 to 2:00pm
Phoebe Papageorgiou

Sales Practices
2:15 to 3:15pm
Greg Lyons

AML Beneficial Owner Rule
3:30 to 4:30pm
Sven Stumbauer

Adjourn
4:30pm
 


TRAINING LOCATION:
Evercore Trust Company, N.A.
Evercore Presentation Room, 23rd Floor
55 East 52nd Street
New York, NY 10055


SEMINAR FEES:
FIRMA Members -- $425
Non-members -- $580

Upcoming Events

Registration Deadline

October 27, 2017

Registration

Membership
Payment Type

Cancellation Policy

Cancellations received through October 27, 2017, will be refunded, subject to a $25 service fee. Cancellations received October 28, 2017 through November 3, 2017, will be refunded subject to a $125.00 service charge.  Cancellations made after November 3, 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.