- This event has passed.
May 10 @ 12:00 pm - 1:00 pm EDT
As professionals, we always want to do what is best for our clients, and sometimes that means being able to know when you can ethically educate a client, or when you need to refer out.
Join us on Tuesday, May 10th at 12 pm eastern to share your stories on how you have navigated the fine line between educating your client and providing retirement/investing advice. Have questions? Bring those too!
This event will also take place at 3pm eastern. To register for the 3 pm session, click here.
Recommended viewing: Don’t Say That! Navigating the Fine Line between Investment Education and Advice.