April Monthly Membership Meeting (April 23)
Please join us at Carbon 6 in Atascadero on Wednesday April 23 for our second speaker event of 2025!
Kenneth E. Petersen, Jr., Esq. of First American Trust will be speaking on Working with a Corporate Trustee: Planning Considerations and Recommendations. Topics include considerations for trustee selection, working with outside professionals, prudent investment considerations, pre-intake due diligence, real estate held in trust, and more.
**Please note that while we typically meet the third Wednesday of every month, we are shifting April's meeting to the fourth Wednesday of the month (April 23) to accomdate anyone impacted by a certain April 15 deadline.**
Reminder: Events are free for members and for first-time attendees. Second meetings and beyond are $25 for non-members, and an RSVP is required to attend events.
A big thank you to this meeting's sponsor, Rebecca Lilley of Axis Fiduciary Services!
