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Speaker Profile

Shelitha Smodic Headshot

SHELITHA SMODIC
CFP®

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Specializes In: Personal Finance
Educational Planning
Ethics
Estate Planning
Travels From: Houston, TX
Pricing: $2.5-4k In Person
$1.5-2.5k Virtual

 

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Session Descriptions

Below you’ll find detailed session descriptions that include presentation learning objectives, topic areas, and a timed agenda outline. These materials are designed to support CE submission where applicable. Many of our technical sessions can be extended in duration based on your event needs—please reach out to [email protected] with any questions.

Navigating Ethical Obligations of a Financial Planner .Docx PDF