This year’s Ethics Program will be an interactive Panel discussion with 3 experts reviewing Best Practices for Financial Advisors under the new Fiduciary Standard Rules. We will be reviewing 2 real life Financial Planning case studies. The Ethics Program is renewed for both NJ Insurance CE Ethics credits as well as for CFP Professionals CE credits (aka same course number), as last year’s program.
The 3 expert panel members are Deirdre Koerick, Chief Compliance Officer for Lincoln Investment, Jack Dempsey, CLU, ChFC, MSFS and John C. Grady, Esq.