Events

2019 Current Risk Issues Regional Seminar -- New York

November 14 - 14, 2019
Member Price: $440.00
Non-Member Price: $595.00
Registration Form

Description

Click Here for Seminar Brochure


SEMINAR AGENDA

Thursday, November 14, 2019
Continental Breakfast & Registration
7:30am to 8:00am

Welcome and Introduction
8:00 to 8:15am
Hale Mast

Current OCC Trust Initiatives
8:15 to 9:30am
Tish Dalton

ERISA Update
9:45 to 10:45am
Alexander Ryan

Reg. W
11:00am to 12:00pm
Mary Ann Lowney

Lunch   (Provided)
12:00 to 1:00pm

Trust Legislative / Regulatory Update
1:00 to 2:00pm
Phoebe Papageorgiou

AML
2:15 to 3:15pm
Hal Crawford

Directed Trusts
3:30 to 4:30pm
Todd Flubacher

Adjourn
4:30pm

 

EVENT LOCATION:
Evercore Trust Company, Presentation Room
55 East 52nd Street, 23rd Floor
New York NY  10055
646-259-7222 (Patricia De La Cruz)
Attendees may enter the building either on 52nd or 53rd Streets between Madison Ave. and Park Ave.
 

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

 

CONTINUING EDUCATION CREDITS
FIRMA:  6.0
NASBA:  6.0
CRSP: 4.0
CSOP: 5.25
CTFA: 7.75

 

 

 

Upcoming Events

Registration Deadline

October 25, 2019

Registration

Membership
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Cancellation Policy

Cancellations received through October 25, 2019, will be refunded less a $25 service charge. Cancellations received October 26, 2019 through November 1, 2019, will be refunded less a $125 service charge.  Cancellations made after November 1, 2019, 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.