Independent Fiduciary: Family, Friends, or Fiduciary?
Date: Tuesday, September 24, 2024
Time: 4:30pm - 7:00pm
Location: Santa Barbara Club
Speaker: Kiah Jordan, Founder of Impact Family Office
Kiah Jordan, Founder of Impact Family Office and Professional Trustee, will discuss fiduciary planning. Kiah will demonstrate the pros and cons of using family members, friends, or a professional fiduciary to serve this important role in estate planning and administration.
