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  • Collaborative Event: East Valley Estate Planning Council

Collaborative Event: East Valley Estate Planning Council

  • Wednesday, April 18, 2018
  • 7:00 AM - 8:30 AM
  • Mesa Country Club: 660 W Fairway Drive Mesa AZ 85201

Our Lifelong Learning Committee brings you

 

"The Sticky Ethical Wickets in 

Estate and Financial Planning"


 



Dr. Marianne Moody Jennings

Emeritus Professor of Legal and Ethical Studies





 

Program Description:
There are statutory duties, there are codified ethical responsibilities, and then there are the realities of relatives, temptation, fiduciary confusion, and client capacity.  A look at the ethical issues that arise the most and those that create the most difficulties and how to use a structured decision-making model in evaluating what you need to do when caught in the wickets. 
Learning Objectives:
To Follow

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Registration opens: 7:00am

Speaker Presentation:  7:30am

Adjourn:  8:30am


Program to be submitted for one (1) hour CFP(R) CE credit and reviewed for consideration of submitting for one (1) hour of Arizona State Department of Insurance CE credit.


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of Greater Phoenix

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Mission:  Connect CFP(R) and associated professionals to the resources they need and the people who need them.
 
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