• Monday Jun 29, 2020
• Start Time: 4:00PM
• End Time: 12:00AM

Are you prepared for the new CFP^® Code of Ethics and Standards of Conduct? Enforcement begins June 30th! If you’re not prepared and you want to learn how to be compliant by June 30th, join us for a town hall virtual discussion. Our Past President, Paul Brahim, CFP^®, along with Rochelle Truzzi from Hardin Compliance, created the FPA Compliance Toolkit which includes a model fiduciary engagement agreement, financial action plan, checklists and more. Paul and Rochelle will walk us through the components of the toolkit and help us apply them to our business. Please click the Register button below to join us for a Virtual Town Hall Happy Hour on Monday, June 29th at 4pm. BYOB: bring your own beverage!

Granted 1 CFP credit.

Register