July Monthly Chapter Event

July 24, 2020
12:00 PM MDT - 3:30 PM MDT
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July Monthly Chapter Event

Ethics & Elders: Ethics and Elder Financial Responsibilities
July 24, 2020 
12:00 PM - 2:30 PM for CFP CEs
12:00 PM - 3:30 PM for Insurance CEs
 
2.0 CFP Ethics CEs
3.0 Insurance Ethics CEs (Colorado)


CFP Board New Code of Ethics & Standards of Conduct (2 hours)


This program fulfills the requirement for CFP Board approved Ethics CE. It has been designed to educate CFP® professionals on CFP Board's new Code of Ethics and Standards of Conduct effective October 1, 2019. 

Elder Financial Abuse & Filial Responsibility Laws (1 hour)

At the end of this course, participants will be better equipped torecognize situations when specific information must be provided to a client as well as recognize and avoid,or fully disclose and manage Matieral Conflicts of Interest. Participants will be able to better understand the basics of filial responsibility laws and how to spot elder financial abuse as well as responsibilities related to clients' diminished mental capacity.


Marguerita (Rita) Cheng helps educate the public, policy makers, and media about the benefits of competent, ethical financial planning. As a Certified Financial Planner® professional and chief executive officer of financial advisory firm, Blue Ocean Global Wealth, Rita helps people meet their life goals through the proper management of financial resources. She is passionate about helping them navigate some of life’s most difficult issues—divorce, death, career changes, caring for aging relatives—so they can feel confident and in control of their finances. Rita is a regular columnist for Investopedia and Kiplinger, and a past spokesperson for the AARP Financial Freedom Campaign. Rita volunteers her time as a SoleMate, or charity runner for Girls on the Run, raising money to win scholarships for girls. She is also a coach for 261Fearless, a global supportive social running network that empowers women to connect and take control of their lives through the freedom gained by running.


FPA of Colorado Cancellation Policy

Registration cancellation for a refund or a transfer to the next chapter meeting may be requested by no later than Noon on the Tuesday prior to the meeting date. No refunds or transfers will be issued after that date.


 

Tickets

$75.00 FPA Non Members
$85.00 after 11:59 pm July 17

$25.00 Partner/FPA Member
$35.00 after 11:59 pm July 17