Ethics

CFP Board of Standards

Meeting Details:

Join us for your Ethics requirement this year. This course will follow immediately after the regular Chapter Meeting, and will qualify for two hours of CFP Ethics continuing education.

Speaker: Curt Weil, CFP^®

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.

 

Advanced Registration:

$35 - FPA Members
$40 - FPA Non-members

Register Online using your credit card.

Advanced registration ends July 5.

Note: You may continue to register after July 5 but you will be charged at-the-door pricing. Online registration closes July 7.

No refunds will be made after July 5.

At The Door Registration:
(Cash or Check)

$55 - FPA Members
$60 - FPA Non-members

No refunds will be made after July 5.

This Meeting Proudly Sponsored By
Stonecrest Managers