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2010-03-26 March Breakfast

March Breakfast
"Joint Ethics with SoFSP"
Friday, March 26, 2010
 
Ethics is an essential component of our profession. Because of the very nature of the business, we are especially vulnerable to a wide range of ambiguities that require ethical decision making. Some challenges are easily resolved without too much deliberation. But what if you're on unfamiliar ground without specific guidance to point the way? How do you determine what's ethically appropriate behavior?
 
Guidelines for Professional Ethical Conduct (2 hours)
Approved for 2 Hours of Insurance CE, CFP, & CPE
Speakers: Karen Susac, Symetra & Patricia Solberg, PAS Financial Planning

In this informative course on ethical and professional responsibility, you'll be introduced to the Ethical Decision Making Tool and review case studies of ethical dilemmas common to the profession.  By attending this program, you'll come away with an increased awareness of ethical issues in the financial services profession, a foundation on which to support ethical decision making skills, and a better understanding of both the FSP and CFP Code of Ethics.

Loss Prevention Techniques, Ethical Issues & Claims Trends (1 hour)
Approved for 1 Hour of Insurance CE
Speaker: Joshua Wels, CalSurance
 
LOCATION:
                    Master Builders Association
                    335 116th Avenue SE
                    Bellevue, WA 98004
TIME:
                    7:30am Registration & Buffet Breakfast
                    8:00-11:30am Program
COST:
                    Free to paid chapter members
                    $25 for Non Members & Guests
REGISTER:
                    By email - events@naifase.org 
                    By phone - Call Jenna Olson @ (206) 285-4066
 
*** Please have your insurance license number ready in order to receiver CE credits ***
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