Venue
Maggiano's Little Italy
Maggiano's Little Italy, 1601 Cumberland Mall SE, Atlanta, GA 30339, USA

What is Qwoted?

Qwoted is a free expert network: we help reporters connect with experts & we help those same experts build relationships with top reporters.

Event Date Fri Jul 24 EDT (over 1 year ago)
Location Maggiano's Little Italy
1601 Cumberland Mall SE, Atlanta, GA 30339, USA
Region Americas
Details

Come out and network with your colleagues and enjoy the Ethics presentation:
• Identify the significant changes in the Standards and how the changes affect CFP® professionals.
• Act in accordance with CFP Board's fiduciary duty.
• Apply the Practice Standards when providing financial planning services.
• Provide all disclosures required by the Standards.
• Recognize, avoid, or fully disclose and manage conflicts of interest.

Speakers

2020 Speaker

Bonnie Kirchner
Financial advisor & CFP