Join us for this monthly series of convenient and affordable continuing education opportunities! These webinars, presented by the Cannon Financial Institute, are live and interactive, giving you the opportunity to ask presenters your questions.
Our representation of clients must always be within the ethics parameters imposed by applicable state law, the rules governing conduct within our various professions, the IRS and the courts. Consistent and fair adherence to the relevant standards, even when that results in client annoyance or the need to decline or exit an engagement, is mandatory. To avoid landmines, we need to exercise common sense and have an in-depth knowledge of ethics issues specific to estate planning and trust administration. We will discuss the following:
Continuing Education Credits: 2 hours CTFA™ CE, 1.5 hours general CE for CFP®, and 1.5 hours of CPE for CPAs, CPE CE is approved for Specialized Knowledge & Application,1.5 hours of CLE credits ethics approved.
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