Professional Fiduciary Association of CA-- Inland Empire Chapter Event 

 

Marguerite C. Lorenz, CTFA, CLPF 

              Certified Trust and Financial Advisor  California Licensed Professional Fiduciary #319

                                             

 

Marguerite C. Lorenz has been serving as a Trustee as a Principal at Lorenz Fiduciary Services, Inc. since 2003. Before joining the firm, Marguerite was a manager at Quire Financial Services from ’96-’03. 

As a contributing writer to “The Chronicle” (Temecula/Murrieta) and Vintage Magazine, Marguerite has also been published in Lawyer Magazine (International), and the North County Lawyer Magazine. Marguerite is also the co-author of Ethics for Trustees: A Guide for All Who Serve as Trustee.

Marguerite is the President of the Estate Planning Group Network, and member of the North County Estate Planning Council, San Diego County Bar Association.

Appointed by Governor Brown to the Professional Fiduciaries Advisory Committee in May 2012, Marguerite is serving a four year term.

As a public speaker, Marguerite is the host of “Estate Planning 101”: a Free Estate Planning Education Workshop Series that provides 12 hours of charity sponsored education to seniors in San Diego and Riverside Counties. Marguerite has spoken to several Rotary Groups in San Diego, and can be heard on past shows on ESPN’s AM 1700 with Mr. Credit (www.MrCreditRadio.com).

Marguerite received her Certification as a Certified Trust and Financial Advisor through the Institute of Certified Bankers and the American Bankers Association in 2005, and Certificate in Professional Fiduciary Management from California State University Fullerton in 2007.

This will be an interesting and informative evening where you will learn useful information while networking with other professionals. This seminar provides an excellent opportunity for you to get one of the required Ethics CE's. A delicious full buffet dinner is included in the registration price.  Attendees will earn 1 hour of continuing education credit.  Please plan on attending this very special event and RSVP ontime.

PLEASE RSVP NOW BY CLICKING REGISTER NOW.

We look forward to seeing you on February 25, 2105. RSVP now!

Sincerely,

Robin J. Shea, Chair

PFAC Inland Empire Chapter

 

Register Now!