Key Announcements

Great Virtual Programs Ahead...

FIRMA August Webinar - August 17, 2022,at 3:00pm ET for 90 minutes. Speaker Kevin Burns' session is entitled "Fiduciary Risk Management Pulse Check." See the 'Upcoming Events' section of this Website Home-Page.

FIRMA September Webinar - September 13, 2022, at 3:00pm EST for 90 minutes. Speaker Jason Roberts' session is entitled "DOL PTE 20-02: Self-Corrections, Retrospective Reviews & Penalties for Non-Compliance." See the 'Upcoming Events' section of this Website Home-Page.

FIRMA November Webinar - November 15, 2022 , at 3:00pm EST for 90 minutes. Speakers Tim Keehan and Phoebe Papageorgiou's session is entitled "ABA Trust Regulatory and Legislative Update." Details to be posted soon.

FIRMA is also planning a One-Day Virtual Seminar on October 26th. The full-day event will offer five one-hour sessions. In addition, we will have a November Webinar, featuring Tim Keehan and Phoebe Papageorgiou from the ABA. Both of these robust programs are 'under construction.' Stay tuned to this Website Page for further information for these programs and your registration.

As always, don't miss the great articles and links within our Quarterly FIRMA FORUM Magazine. Issue #2 is out now and the FORUM's Self-Study Quiz is due August 12. We also welcome you to engage in the monthly information-sharing through our 15 national Peer Groups, including a new Emerging Professionals Group. They are dynamic!>/p>

We proudly invite you to share in our expertise, insights, and vital perspectives.

"Advancing Education, Enhancing Connections™"