Understanding Fiduciaries: Roles, Responsibilities, and Impact

California Licensed Professional Fiduciaries (CLPFs) serve as privately appointed or court-appointed trustees, agents under a power of attorney for healthcare and finance, or executors of estates. Our clients rely on us to administer their trusts, carry out the instructions in their will, or manage their financial and personal needs if they are uninterested or unable to do so themselves. Learn the many components Shannon Dalton and Tamara Skov from Fiduciary Services can help facilitate. Most importantly, CLPFs operate in a position of Trust, putting their client’s needs front and center.

June 11, 2024
10:30-noon

Mulligan’s Cafe at the Santa Barbara Golf Club
3500 McCaw Ave
Santa Barbara, CA 93105

Please RSVP:
Terri Dimond
Text or Call: 805-709-0934
Email: TerriDimond@BHHScal.com
DRE 01378431