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Event Details

"February Ethics Meeting & Education of Medicare "
Event Details
Thursday, February 15, 2018
Program: 11:45 A.M. - Adjourn: 4:00 P.M.
The Proud Bird
11022 Aviation Blvd. Los Angeles, CA 90045
(818) 558-3908
RSVP NOW

Reservations will be taken until February 13th.

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CEU's
You May EARN 2 CEU CREDITS FOR ATTENDING
May qualify for 2 CFP Credit(s). FPALA follows the CE guidelines specified in the California Board of Accountancy Regulations.
Cost
 pre-registeredAt the Door
Member $70 $95
Non Member $85 $110
 

Event Schedule:
11:45 PMRegistration & Networking
12:00 PMLunch
12:30 PMWelcome & Chapter Announcements
12:45 PMEducation of Medicare - Sandy D'Elia
2:00 PMEthics
4-6:00 PMHappy Hour - Thanks to our Sponsor:


Event Details:
CFP Approved Ethics
Upon successful completion of the program, the attendee should be able to:
  • Define and discuss a financial planning engagement, material elements of financial planning, and the financial planning process.
  • Analyze specific fact patterns to determine if a financial planning relationship exists.
  • Differentiate between the standards of care set forth in Rules 1.4 and 4.5 of the Rules of Conduct, and apply each standard of care to specific factual situations.
  • Apply each Practice Standard set forth in the Financial Planning Practice Standards to a hypothetical financial planning engagement.
  • Identify the information that must be disclosed to the client in writing by a CFP® professional who is engaged in a financial planning relationship or providing material elements of financial planning.
  • Define the required information that must be disclosed to clients and prospective clients, when that information must be disclosed, and apply each disclosure requirement to specific factual situations. (This includes but is not limited to the compensation and conflict-of-interest disclosure requirements set forth in Rule 2.2 of the Rules of Conduct and Practice Standards 100-1, 400-3, and 500-1.)

    Education of Medicare - Sandy D'Elia


     
    RSVP NOW

    Reservations will be taken until February 13th.

    Vice President Sales, Western Region, Sandy D'Elia





    Please note: Reservations for the meetings must be made in writing and cannot be taken over the phone. You can either print the reservation form and fax it to the office or register online. Cancellations must be made 72 hours in advance to avoid being charged.

    Please call the FPALA office at (818) 558-3908 with questions
  • Upcoming Events:

    15
    Feb
     
    February Ethics Meeting & Education of Medicare
    Thursday | February 15, 2018 11:45 A.M.
    22
    Mar
     
    FPALA New Members And Board Opportunities Networking Breakfast
    Thursday | March 22, 2018 9:00 A.M.
    26
    Apr
     
    Bi-Monthly meeting
    Thursday | April 26, 2018 12:45 P.M.
    21
    Jun
     
    Bi-Monthly meeting
    Thursday | June 21, 2018 12:45 P.M.
    16
    Aug
     
    Aug.16th Meeting (Santa Monica)
    Thursday | August 16, 2018 1:00 P.M.
    18
    Oct
     
    Bi-Monthly meeting
    Thursday | October 18, 2018 12:45 P.M.
    13
    Dec
     
    Holiday Meeting & Silent Auction
    Thursday | December 13, 2018 12:45 P.M.
    View Calendar >>
     

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