LIVESTREAM Conference

Ethical Dilemmas when Mediators, Lawyers & Financial Planners Share Clients

Ethical Dilemmas when Mediators, Lawyers & Financial Planners Share Clients

Chris Chen, CFP (Moderator)

Marguerita Cheng, CFP, RICP

Jeffrey Fink, Esq.

Shawn Weber, JD, CLS-F

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4 Questions
Certificate
1.75 credits  |  Certificate available
1.75 credits  |  Certificate available