Ethical Issues in Charitable Planning with Case Studies
Date: Tuesday, March 12, 2013
Time: 5:15 PM - 7:15 PM
Location: Spokane Club - Georgian Room
Speaker: Sharon L. Morgan JD and Gayle Ogden JD, WSU Foundation
For our March Lecture Sharon Morgan and Gayle Ogden have prepared a great presentation with three case studies. The presentation includes audience participation using digital voting. In order that you have all the information you need to fully participate in this great lecture and the voting process, please make sure to download and print all the documents for March 12, 2013. If you have any questions please do not hesitate to contact Lena, SEPC Administrative Assistant at: admin@spokaneepc.org
Related Document(s):
- March 2012 - Isenhour Speaker Outline
- March 2013 - Sharon Morgan, Speaker Outline
- March 2013 - Case Study #1
- March 2013 - AICPA Code of Professional Conduct
- March 2013 - CFP Code of Ethics and Professional Re
- March 2013 - Code of Professional Responsibility
- March 2013 - Model Standards of Practice for Charitiable Gift P
- March 2013 - Fundamental Rules for Professional Conduct
- March 2013: Case Study #2
- March 2013 Case Study #3
- March 2013 - Schwab Conversations Starters
