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Leading watchdog organizations discuss standards of practice for financial planners and advisors. These critical issues must be implemented into every planning practice in order to not only comply, but to succeed in the marketplace. A must-attend final session!
Moderator:
Harold Evensky, CFP®
President
Evensky & Katz
Panelists:
Marilyn Capelli Dimitroff, CFP®
2009, Chair, CFP Board of Directors
CFP Board of Standards, Inc.
President
Capelli Financial Services, Inc.
Ivan Knauer
Partner, Commercial Litigation Practice Group
Pepper Hamilton LLP
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