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Event Details

Webinar -- Is this Financial Planning: How to Determine if You’re in a Financial Planning Engagement

  • Dates: May 14, 2014
Join us on Wednesday, May 14, 2014, at 2:00 p.m. (Eastern Time) for a webinar, “Is this Financial Planning: How to Determine You’re in a Financial Planning Engagement,” which will use real-life scenarios to illustrate how a CFP® professional can determine if a client relationship constitutes financial planning.  

Hosted by Matthew Winterhalter, Esq., CFP Board’s Compliance Counsel, the webinar features panelists Jeffrey T. Weeks, CFP®, Vice President, The Weekes-Cardwell-Ford Group at Morgan Stanley, and Adam Zajac, Esq., CFP Board’s Adjudicatory Counsel, the webinar will include time for questions from the audience.

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