February NAPO Oregon Chapter Meeting

When
02/18/2026
6:00 PM - 8:30 PM
Location
https://zoom.us/j/6829738372

Registration

Guests – $25.00
Guests are invited to attend NAPO Oregon Chapter Meetings for a non-refundable fee of $25.
Members
Chapter meetings are free for NAPO Oregon members.

Please join us February 18th when Junel Unrein answers all your questions as to what exactly is a fiduciary and why you and your clientele want to know; Professional Fiduciaries Explained: What Organizers Need to Know.

Junel is the Founder of the Fiduciary Institute in Portland, OR and is working on founding an association for all other national fiduciaries.

** Guests, please plan to attend the Guest Orientation, which begins at 6:00 p.m. Check in with the Guest Orientation Coordinator upon arrival. **

Member Meet and Greet + Check-In: 6:15-6:30 PM

Call to Order + Introductions: 6:31-6:40 PM

Educational Program: 6:40-7:40 PM

Event Description: Professional Fiduciaries Explained: What Organizers Need to Know.

Here are just a few takeaways attendees will gain:

Explain the role of professional fiduciaries and how they differ from financial advisors
Identify common client scenarios where fiduciary support may be beneficial
Recognize early warning signs related to capacity, legal authority, and ongoing oversight

Business Meeting: 8:00-8:30 PM

We look forward to seeing you online Wednesday, February 18th!

P.S. Our chapter Open House will be in person on March 18th and it is going to be a great event, so be sure to mark your calendars now.

NAPO Oregon, Incorporated is a legal entity separate and distinct from NAPO, Inc. (the National Association of Productivity and Organizing Professionals) and is not entitled to act on behalf of or to bind NAPO, contractually or otherwise.