2402 Garland Ave, Nashville, TN 37212
Despite the large-scale financial scandal that Bernie Madoff perpetrated, virtually all wealth management advisers—attorneys, financial planners, and planned giving professionals—face ethical dilemmas regularly. From representing multiple clients to determining reasonable fees, the underlying principles are often the same and the research is fairly clear: increasing the financial impact can usually alter our ethical views.
Most professions have adopted general standards of conduct and practice aimed at guiding professional decisions, such as the Rules of Professional Conduct for attorneys. But even after adopting those Rules, there seems to be increasing number ethical lapses nationwide. This course will review court cases that illustrate those ethical breaches and how to avoid them.
Ultimately, the course attempts to leave participants with one question: are my ethical principles largely based on the associated economic rewards: are they only a matter of degree?
CFRE POINT(S): 1
CLE DUEL HOUR(S): 1
Thank you to our event sponsor: Southern Trophy
Program from 3:00-4:30 with a reception to follow
Non- Members: $35.00
First Time Attendee: Free