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

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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.

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