PNC Teleconference - Ethics Issues for Estate Planners Before the Engagement Begins

PNC's Private Bank invites you to attend (from your home or office) the Cannon Estate Planning Teleconference:

Ethics Issues for Estate Planners Before The Engagement Begins
 
Tuesday, December 14, 2021
12:00 pm – 1:00 pm
Streaming access is available
 

Summary of Teleconference:
Estate planners must have a working knowledge of and adhere to applicable rules of ethics even before rendering any services.  Failure to do so could result in an engagement that is rife with multiple problems giving rise to severe problems for client(s) and the planner.  Among the pre-engagement that will receive our focused attention in this teleconference are the following:

Speakers will address:

  • Screening Clients to Avoid Problems Before They Develop

  • Honestly Discerning Whether You Have the Requisite Competence to Render Needed Services

  • Ascertaining Who You May Properly and Effectively Represent

  • Designing Engagement Letters



Register for the teleconference by sending an email to jennifer.julius@pnc.com.

Streaming information, as well as the teleconference material, will be sent to you by return email.


There is no cost for this teleconference and attendees can earn 1.5 hours of Continuing Legal Education Credit for Illinois and other states. Continuing Education Credit also given for CPA, CTFA, CFP, CLU, ChFC.

Sarah Croft