Events

Current Risk Issues Seminar -- New York

December 6, 2018
Member Price: $440.00
Non-Member Price: $595.00
Registration Form

Description

 

Click here for the seminar brochure

AGENDA

Thursday, December 6, 2018

Continental Breakfast & Registration
7:30am to 8:15am

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

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

ERISA Update
9:45 to 10:45am
Michael Del Conte

FinTech Risk – Blockchain, AI, Digital, and ROBO
11:00am to 12:00pm
Brian Stoeckert

Lunch   (Provided)
12:00 to 1:00pm

Trust Legislative / Regulatory Update
1:00 to 2:00pm
Cecelia Calaby

SEC Best Interest Rule
2:15 to 3:15pm
Greg Lyons & Jeff Robins

Elder Financial Abuse
3:30 to 4:30pm
Lisa Bleier

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 -- $440
Non-members -- $595

 

CONTINUING EDUCATION CREDITS:

FIRMA credits:  6.0
NASBA credits:  6.0
CTFA credits:  7.5
CSOP credits:  6.25
CRSP credits:  5.0

 

Upcoming Events

Location

55 East 52nd Street New York, NY 10055

Registration Deadline

November 16, 2018

Registration

Membership
Payment Type

Cancellation Policy

Cancellations received through November 16, 2018, will be refunded subject to a $25 service fee. Cancellations received November 16th through 29th, will be refunded subject to a $125.00 service charge.  Cancellations made after November 29, 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.