Upcoming Webinars

Jeff Rattiner, CPA, CFP®, MBA, RFC

Tuesday, December 08, 2020 | 12:00 PM — 2:00 PM EST

Financial Planner’s Ethical Success

Presented by:
Jeff Rattiner, CPA, CFP®, MBA, RFC

President and CEO of JR Financial Group, Inc.

The Financial Planner’s Ethical Success® program provides a practical approach to learning the ethical standards of professional conduct and responsibility in an interactive format through the use of real-life scenario cases. 

After this two-hour session, attendees will have a concrete understanding of the dos and don’ts of working with your clients ethically as a CFP® Professional.

This session will:
  • Review the elements of fiduciary standards and when they apply
  • Deliver guidelines to help you determine if financial planning or materials elements of such are being provided
  • Help you determine when to communicate potential conflicts of interest
  • Explain compensation disclosure requirements to clients and potential clients
  • Review, interpret, and apply the principles, rules, practice standards and other critical elements of the Standards of Professional Conduct

Please Note: Two CE Ethics credits will be provided for CFP, RICP, CLU, ChFC, and CFFP/Kaplan designations.

Register Now

Brett Siglin, JD

Tuesday, December 15, 2020 | 12:00 PM — 1:00 PM EST

Latest Trends Affecting Investment and Development in Opportunity Zones

Presented by:
Brett Siglin, JD

Member, Jennings Strouss Law Firm

Join Brett Siglin, JD for a special webinar when he will discuss the latest trends affecting investment and development in Opportunity Zones.

Attendees will learn:

  • What issues to consider when establishing and managing qualified opportunity funds and qualified opportunity businesses
  • How to include QOF equity combined with other sources in a project’s capital stack
  • What recent IRS/Treasury initiatives further encourage OZ investment during COVID-19 and the potential impact of the recent election on Opportunity Zones

Register Now