FPA Connect: Preparing for Challenging Ethical Situations

What do you do if your client is a victim of financial elder abuse?  What if your client is the perpetrator of financial elder abuse?  These are just a couple of many possible ethical challenges a financial counselor, planner, or advisor might encounter in their career.  Even with the best intentions, it can be hard to handle these types of situations without proper preparation.  This highly-interactive webinar will explore a number of real-life ethical scenarios, and will facilitate a discussion on how to prepare to successfully meet ethical challenges.

Presenter: Summer Red, AFC®