Join us for an all-day intensive session (6 hours with a lunch break) that’s designed to help you kickstart your fiduciary practice. This session is perfect for those who are almost licensed as fiduciaries or have just been licensed. We’ll cover the nuts and bolts of setting up your business, including choosing an entity, opening a business bank account, and finding software to set up your firm for future success. We’ll also discuss how to land your first client and manage future clients.
Pre-Conference Intensive A – Starting A Professional Fiduciary Practice
Speakers
Sarah Trejo
Sarah Trejo Fiduciary Solutions
Sarah Trejo Fiduciary Solutions was founded after Sarah spent 16 years in Wealth Management as a practice manager, business owner, and client service manager. One of the things she enjoyed the most about her time in that field was helping others, especially when it came to deciphering complex issues and helping people through complicated processes. Sarah is proud to be a licensed fiduciary and to have the opportunity to provide stewardship to others with compassion and the highest level of integrity. Sarah M. Trejo is California Licensed Professional Fiduciary #1426 and is also a National Certified Guardian.
Love Miller
Legacy Fiduciary Services
Love is a dedicated, compassionate person, committed to her family and the community she serves. With over 30 years of experience in private and non-profit sectors, her people-focused,community-based, and customer service emphasis has always been to make a positive difference to those she serves. For over 17 years, Love has worked with seniors and people with disabilities; she regularly serves people with various physical, medical, and cognitive challenges. These groups support mobility difficulties, low vision/blindness, TBI/cognitive impairments, those Speech Impaired, and the Deaf and Hard of Hearing communities.
She is a respected public speaker with a catalog history of recurring appearances. Love has a Bachelor’s degree in Social Work and a Master’s degree in Public Administration and earned a Certificate in Professional Fiduciary Management from the University of California at Riverside. She is a California Licensed Professional Fiduciary (CLPF) #947, a General Member of the Professional Fiduciary Association of California (PFAC); a PFAC Education Committee member, a member of the Sacramento County Bar Association, and a volunteer member of the National Guardianship Association (NGA).
Love was born and raised in Northern California. She is a Bay Area native and has lived in Sacramento for over 25 years. While raising her two children to be mindful, responsible, and compassionate individuals, they all share a love of service. Her daughter is seeking her Doctorate in Counseling Psychology, and her son is an Economics major at university. As time allows, Love is refueled by travel adventures with her family. Either by car or plane, the desire is to venture out in life, explore, and experience something new together.
Vanita Jones
Urban Fiduciaries
Heather Johnston
Sapphire Law Group
Shannon Downs
Downs Fiduciary Services
Alexandria Goff
Alexandria Goff Legal P.C.
Alexandria, also known as “Ali” is the owner and founder of Goff Legal, PC, a law firm focused on estate planning, trust & estate administration matters. Ali is known for her in-depth knowledge and expertise with wills, trusts, durable powers of attorney, and her ability to explain complex matters in an understandable way. She was drawn to estate planning to help protect people and their families and provide peace of mind so they avoid complications for generations to come. She is a frequent presenter for organizations located in California, the Professional Fiduciary Association of California, the Probate Section of the Placer County Bar and the National Business Institute. Ali is also is a certified performance coach, helping women leaders and business owners with their personal and professional endeavors and goals.