- 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.