Metro
Mission Statement
"Our purpose is to provide a forum for support and education for professional fiduciaries."
Upcoming meetings and topics for 2024
January 10, 2024 Minnesota Department of Human Services Special Recovery Unit.
Speaker: Staff Attorney Eekhoff, Mark A (DHS) Mark.A.Eekhoff@state.mn.us
February 14, 2024 Restored Persons Subject to Guardianship
Speakers: Panel Discussion presented by the PSG/C.
March 13, 2024 Rainbow Support Group, a program at Wingspan for LGBTQ+ people with intellectual and developmental disabilities.
Speaker: Kyla Sisson, Outreach Coordinator
April 10, 2024 Roundtable Discussion
Topic: Guardianship Immunity Legislation
May 8, 2024
Speaker: Sara Valesaro, Certified Financial Advisor, Edward Jones
Topic: The Four Pillars of the New Retirement (Health, Family, Purpose and Finances)
July 10, 2024
Topic: Roundtable Discussion
August 14, 2024
Topic: Roundtable Discussion
September 11, 2024
Topic: Celebrations of Life versus Traditional Funeral Planning. Current options, costs, facilities, packages and merchandise.
Speakers: David Myers and John "JR" Jaskulske, Advanced Funeral Planner and Director.
October 9, 2024 Roundtable Discussion
November 13, 2024 How to Stay in Business
December 11, 2024 Welcoming 2025 Party!
Meeting Time and Location
When: 2nd Wednesday of Every Month
Where: Calvary Church
7520 Golden Valley Rd
or if by Zoom, meeting ID will be shared with members prior to event.
Time: 11:30am-1:00pm
Previous Topics
CAAP and CARP Audits/Reports
Using CSV Upload in MMC, Reporting Tips on Accountings
Transition at client death/ successor.
Trusts, ABLE Accounts and Rules
Finances for the small business owners.
Difficult Decision Making and Guardian/Conservator Duties and Responsibilities
Changes to MN Assisted Living Rules
Selling Real Estate
Complex Financial and Tax Issues in Estate Administration
Medical Assistance and Annual Updates
Roundtable Discussions
Changes in Guardianship Laws and the Effect it has had on the Courts and Public Perception.
Working with a realtor to sell real estate as a fiduciary.
Civil Commitment
Navigation Services
Caring for the Caregivers
Safeguarding Homes Through Guardianship and Conservatorship
LoadUpJunk.com Clean out Strategies, Repurposing and Preserving Assets
Choosing Insurance to Protect Property and Possessions
Estate Planning
Schedule
11:30am-11:45am Lunch and Conversation
11:45am-12:45pm Speaker
12:45pm-1:00pm Question and Answer Session
We welcome speakers that provide CEU's.