Metro
Mission Statement
"Our purpose is to provide a forum for support and education for professional fiduciaries."
Upcoming meetings and topics for 2023
April 12, 2023
Speaker: Fast Eddies Key Express - Safe Guarding Homes Through Guardianship and Conservatorship
May 10, 2023 Speaker: Kalee Leistikow, LoadUpJunk.com Clean out Strategies and Preserving Assets
June 14, 2023 Speaker: Gregory Cummins, Choosing Insurance to Protect Property and Possessions
July 12, 2023 Roundtable Discussion - Summer Picnic
August 9, 2023 Round Table
September 13, 2023 Discussion/Speaker TBD
October 11, 2023 Medical Assistance
Speaker: Laura Zdychnec LauraZ@Northwoodslawgroup.com
November 8, 2023 Estate Planning
Speaker: Margaret Barrett margaret@safeharborestatelaw.com
December 13, 2023 End of the year wrap up and things to know.
Speaker: Jon Davies jondavies@pjtagency.com Patrick Thomas Agency
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
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
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.