3-Day Virtual Training Conference
May 11-13, 2021
Register Now!

Events

WEBINAR--Conflicts of Interest

September 22, 2021

Individual Registration Option

FIRMA Member Price: $130.00
Non-Member Price: $195.00

Group Registration Option

Three or more Group, per attendee - FIRMA Member: $85.00
Three or more Group, per attendee - Non-Member: $150.00
Registration Form

Description

 

“Conflicts of Interest”
Wednesday, September 22, 2021
3:00 - 4:30pm ET
 

Speakers
James M. Marion
Retired - National Fiduciary Advisor Executive
U.S. TRUST, Bank of America
Private Wealth Management
Chicago, IL

Suzanne L. Shier
Partner
Levenfeld Pearlstein, LLC
Chicago, IL

 

 

 

REGISTRATION DEADLINE IS SEPTEMBER 15TH!

 

Upcoming Events

Apr212021
WEBINAR--Trust Regulatory Panel
May112021
2021 National Training Conference -- Virtual
Jul212021
WEBINAR--KRI's
Aug182021
WEBINAR--Understanding Privacy Risk for Asset/Wealth
Sep222021
WEBINAR--Conflicts of Interest
Nov172021
WEBINAR--Trust Regulatory and Legislative Update
May12022
2022 National Training Conference -- Nashville
Apr302023
2023 National Training Conference -- San Antonio

Registration Deadline

September 15, 2021

Registration

Individual Registration Option

For individuals registering for a single webinar, please check one of the following:

Group Registration Option

For companies registering three (3) or more employees, please check one of the following:

Group coordinators wishing to register several attendees and make a single payment may contact Amy Caple at the FIRMA Office for assistance. Please call (770) 790-8355 or email to amy@thefirma.org

Payment Type

Cancellation Policy

Cancellations received through September 15, 2021 will be refunded less a $25 service charge. Cancellations made after September 15th are non-refundable. Written notification is required to process any cancellation or refund.