Advancing Knowledge in Financial Planning
Specializes In: | Personal Finance Educational Planning Ethics Estate Planning |
Travels From: | Houston, TX |
Pricing: | $2.5-4k In Person $1.5-2.5k Virtual |
Shelitha’s Bio | Explore Insights from Shelitha |
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 |
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