“ANNUAL ETHICS MEETING”
Craig, Annin & Baxter LLP, released an article discussing “South Jersey Chapter Annual Ethics Meeting”, if you would like to know more Please continue reading below.
Tuesday, April 18, 2017
Laurel Creek Country Club,
701 Centerton Rd., Mt. Laurel, NJ
7:45 AM — Breakfast
8:30-11:30 AM Program
This year’s Ethics Program will be an interactive Panel discussion with 3 area experts reviewing Best Practices for Financial Advisors under the new Fiduciary Standard Rules. We will focus on Best Practices for IRA Rollovers, Pension Maximization, E & O Insurance coverage, and an actual Annuity Sale Court Case. The Ethics Program will be a new program for NJ Insurance credits but a “renewed” (aka same course number) for CFP Professionals, as last year’s program.
The 3 expert panel members are Deirdre Koerick, Chief Compliance Officer for Lincoln Investment, Thomas C. Piersanti, CLU, RHU and John C. Grady, Esq.
This Meeting is Generously Sponsored By:
- Principal Financial
- SeniorWise Care Management
Full Information online at:
Or by contacting Abby Murray
Email: Send an email to Homer now!
Or by phone: 856-470-4521
We have been approved for this meeting to qualify for NJ Insurance and have applied for CFP credits
For more questions and concerns on this topic, Contact Us at Craig, Annin & Baxter LLP Law Firm.