October 11: Ethical Considerations for Working With An Aging Population

On October 11, 2018 at 2:00 p.m. (ET), The TASA Group, in conjunction with certified financial planner Marguerita Cheng will present a free, one-hour interactive webinar presentation, Ethical Considerations for Working With An Aging Population, for all legal professionals.
During this presentation, Ms. Cheng will discuss:

• Demographic overview
• Client identification
• Undue influence
• Capacity
• Mental
• Financial
• Client waiver
• Elder financial abuse

Title:
Ethical Considerations for Working With An Aging Population
When/Where:
October 11, 2018
2:00 PM - 3:00 PM (UTC-05:00) Eastern
Webcast - Register Now!
Speaker:
Marguerita M. Cheng is the chief executive officer at Blue Ocean Global Wealth. She is a past spokesperson for the AARP Financial Freedom Campaign, a member of the CNBC FA Council, and a regular columnist for Investopedia & Kiplinger. As a Certified Financial Planner Board of Standards (CFP Board) Ambassador, Marguerita helps educate the public, policymakers, and media about the benefits of competent, ethical financial planning. She serves as a Women’s Initiative (WIN) Advocate and subject matter expert for CFP Board, contributing to the development of examination questions for the CFP® Certification Examination. In 2017, she was named the #3 Most Influential Financial Advisor in the Investopedia Top 100 and a Woman to Watch by InvestmentNews.
By:
The TASA Group, Inc.
Credit:

• This webinar is approved for CLE ethics credit in CA, FL, IL, MN, MO, NC, NJ, PA, TN, TX, and WI, attorney conduct credit in OH, and general credit in TN and WI.
• Many states allow attorneys to self-apply for credit: see State Rules.

Cost:
Free.
More Information And Registration

---