Events

Current Risk Issues Seminar -- Cleveland

October 16 - 17, 2018
Member Price: $440.00
Non-Member Price: $595.00
Registration Form

Description

Click here for seminar brochure

 

AGENDA

Tuesday, October 16, 2018

Seminar Registration
12:00noon to 1:00pm

Welcome and Introduction
1:00pm to 1:10pm
Claire Skupski

ABA Trust Regulatory and Legislative Update
1:10pm to 2:15pm
Tim Keehan

ERISA  Update
2:30pm to 3:30pm
Scott Mayland

Multi-State Administrative Risk
3:45pm to 5:00pm
Joanne Hindel

FIRMA Welcome Reception, Auditorium Foyer
5:15pm to 6:15pm



Wednesday, October 17, 2018

Continental Breakfast
7:30am to 8:30am

Current OCC Trust Initiatives
8:30am to 9:30am
Chiz Egbuonu

ILITs
9:45am to 10:45am
Leon Wessels


Assessing Fiduciary Complaints
11:00am to 12:00pm
Marilyn Smith

Adjourn
12:00pm

 

 

TRAINING LOCATION:

Key Center
9th Floor - R.W. Gillespie Conference & Education Center
Case Western Auditorium, 127 Public Square
Cleveland, Ohio 44114
 


SEMINAR FEES:

FIRMA Members -- $440
Non-members -- $595

 

CONTINUING EDUCATION CREDITS:

FIRMA credits:  6.0
NASBA credits:  6.0
CTFA credits:  7.75
CSOP credits:  5.25
CRSP credits:  5.25

Upcoming Events

Location

127 Public Square Cleveland, OH 44114

Registration Deadline

October 3, 2018

Registration

Membership
Payment Type

Cancellation Policy

Cancellations received through October 3, 2018, will be refunded less a $25.00 service charge. Cancellations received October 4th through 9th will be refunded subject to a $125.00 service charge.  Cancellations made after October 9, 2018, 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.