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Ethics and the Financial Planner
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| Date: | Thursday, October 16, 2008 |
| Time: | 6pm to 8 pm – Dinner will be provided |
| Location: | TechMart 5201 Great America Parkway Santa Clara |
| Register: | Online Registration |
Meeting Details:
Mr. Weil began providing services to investors forty years ago, in 1967. From 1986 through 1989, he was Regional Director of Financial Planning for E.F. Hutton & Company, with which he spent the first 23 years of his career. Lasecke Weil was started 19 years ago and serves 170 families who have entrusted over $200 million to the firm. He is Adjunct Professor of Personal Financial Planning for the University of California, Santa Cruz, Extension. Mr. Weil has served frequently as an expert witness, and has developed a body of knowledge in socially responsible (ethical) investing.
Curt is a past president of a predecessor group, served on the national Ethics Committee, served the Board of Professional Review as a volunteer and completed a three-year term as a director of the national FPA.
Ethics courses are a mark of a profession; interesting and occasionally humorous ethics classes are the mark of those delivered by a veteran who has made most of the mistrakes we want to avoid - and most ethical breaches are mistakes. This course will follow the CFP Board guide.
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