FIRMA Member Price: $130.00
Non-Member Price: $195.00
Three or more Group, per attendee - FIRMA Member: $85.00
Three or more Group, per attendee - Non-Member: $150.00
“Conflicts of Interest”
Wednesday, September 22, 2021
3:00 - 4:30pm ET
James M. Marion
Retired - National Fiduciary Advisor Executive
U.S. TRUST, Bank of America
Private Wealth Management
Suzanne L. Shier
Levenfeld Pearlstein, LLC
In this session, attendees will learn the increasing complexity of the financial services marketplace and examine examples of traditional and developing conflicts of interest that arise in the delivery of fiduciary services. This session will address best practices for:
NOTE: FIRMA encourages you to extend a special invitation to your Bank Counsel and to your Business First Line Executives to attend this informative Webinar.
Certified FIRMA Members and Cannon CFIRS®, CCTP™, CRPP™, AFIM®, CTOP®, CTA, and CTCP Professionals are pre-approved for 1.5 CE’s for this Webinar. The American Bankers Association has pre-approved the following CE’s for this Webinar: CTFA 2.0 credits.
THANK YOU TO OUR SEPTEMBER WEBINAR SPONSOR:
REGISTRATION DEADLINE IS SEPTEMBER 15TH
Cancellations received through September 15, 2021 will be refunded less a $25 service charge. Cancellations made after September 15th are non-refundable. Written notification is required to process any cancellation or refund.