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Date:
May 10
Time:
3:00 pm - 4:00 pm
Website:
Register

Venue

Webinar / Online Meeting
Online Meeting

Other

Topics
Investing, Retirement
Eligibilities
AFCPE Member Only
Sponsors
AFCPE
Options
This program is a non-CEU event.
Types
AFCPE Webinar
  • This event has passed.

May 10 @ 3:00 pm - 4:00 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 3 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 12 pm eastern. To register for the 12 pm session, click here.

Recommended viewing: Don’t Say That! Navigating the Fine Line between Investment Education and Advice.

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