
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.

Ethical Dilemmas when Mediators, Lawyers & Financial Planners Share Clients