Miller Canfield Before the Breakfast Bell Forum October 21 in Birmingham
Area investment advisors and registered representatives are invited to join the law firm of Miller, Canfield, Paddock and Stone, P.L.C. at the upcoming Before the Bell breakfast forum, “Trusts: Whom Do You Trust, Part II.” The forum will be held on Thursday, October 21, from 7:15-8:30 a.m. at the Townsend Hotel in Birmingham.
This is a continuation of September’s lively discussion. “Beneficial ownership accounts – trusts, joint accounts, accounts with powers of attorney, conservatorships, etc. – represent an increasing percentage of assets held by retail brokerage firms,” said Michael P. Coakley, forum presenter and securities attorney at Miller Canfield. “These accounts are engendering greater scrutiny by regulators and are subject to cross pressures from potentially conflicting interests in the assets held in them.”
Space is limited; advance registration is required. Please RSVP to 248/267-3337 or houser@millercanfield.com. There is no cost to attend; however, the Before the Bell forum is limited to registered representatives and investment advisors.
Miller Canfield's Before the Bell breakfast forums are monthly, Thursday morning informational meetings that highlight securities law issues. Mark your calendar for future forums on November 11 and December 9.
The 330-attorney law firm of Miller, Canfield, Paddock and Stone, P.L.C. was established in Detroit in 1852 and has offices in Ann Arbor, Detroit, Grand Rapids, Howell, Kalamazoo, Lansing, Monroe, and Troy, Michigan. Other offices are located in New York City, Pensacola, Florida, Washington, D.C., Windsor, Ontario, and in Gdynia, Katowice, and Warsaw, Poland.