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Enjoy an opportunity to get an inside look into a successful local firm! You will have an hour with a firm owner to pick their brain and learn more about building a career in financial services. You will also learn more about the various business and compensation models practiced by firms of different types and sizes. |
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1 event,Retreat for financial planning practitioners & those intending to enter the financial planning profession. |
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In a profession built on personal and financial guidance, ethical behavior ensures that clients feel safe, respected, and served in their best interest. Understanding and applying ethical principles is essential at every stage of your career.
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Join fellow financial planners at the Rose Garden for a FREE end-of-summer picnic filled with networking, fresh air, and great conversation before fall gets busy.
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Join Michael Kitces and Adam Van Deusen for a full 6 hours of expert-led ethics education designed to help you check off your entire IAR Ethics CE requirement.
$347
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