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Toledo Chapter Event - Guidelines for Professional Ethical Conduct
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Toledo Chapter Event - Guidelines for Professional Ethical Conduct

Toledo Chapter Event - Guidelines for Professional Ethical Conduct

3/19/2020
When: Thursday, March 19, 2020
9:00 am - 12:00 pm ET
Where: Brandywine Country Club
6904 Salisbury Rd.
Maumee, Ohio  43537
United States
Contact: Abbey Riley
419-764-4387

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Toledo Chapter Educational Event

Guidelines for Professional Ethical Conduct

 

Presented by: Tim Roth, CFP & Erin Flower, CFP

March 19, 2020
9:00 am - 12:00 pm
(Breakfast begins at 8:30am)

 @ Brandywine Country Club

Please note: Society of FSP, Toledo Chapter will NOT offer this course in 2021, if you need this credit to fulfill your 2-year ethics requirement, make sure to attend this course!

This presentation is intended to demonstrate and have attendees discuss appropriate ethical conduct in the financial planning and insurance industries.  Two credit hours will be provided for CFP Ethics, and three credit hours will be provided for OH Insurance and MI Insurance agents. Breakfast will be served at 8:30 am, and the presentation will begin at 9:00 am.  CFP attendees may be dismissed at 11 am, and Insurance agents will need to stay until noon for their full 3 credit hours of Ethics

For more information or to register:


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