Our panel of multi-disciplined experts discuss the various facets of their practice that present ethical issues, how they work through ethical business matters and what external forces assist in shaping how they build a set of ethical guidelines to govern their business activities. Legal, Accounting, Investment and Insurance matter will be covered. (Continuing Education Credit Applied For)
PANELIST:
Curt Cyliax, CPA - SEA Liquidity
Trisha Hall, JD - Connolly Gallagher LLP
Shane Johnson, ChFC - Perspective Financial Group LLC