Meeting/Event Information

General Membership meetings are typically held the third Friday of every other month at Quarry Oaks Golf Club in Ashland, NE. Meetings typically begin between 9:00 AM and 10:00 AM and end by 3:00. Visitors are welcome, however, advance registration is required.

Most meetings provide 4-5 hours of continuing education.

Ethics: A Practical Perspective for Today’s Financial Professionals

 

November 20, 2020
1:00 PM - 4:00 PM
Add to Calendar

 

Via GoToWebinar


Directions

Register Now

Join us on Friday, November 20 From 1 - 4PM for an Insurance Ethics webinar!

Ethics: A Practical Perspective for Today’s Financial Professionals

Presented by Jim Boldt CLU, ChFC, LUTCF

This three-hour program offers a practical perspective on Ethics for today’s financial professionals.  This course will review ethical and professional responsibility in daily and professional life and the importance of ethical conduct in today’s financial services industry. The course will also discuss how ethics should be applied to the business practices of financial professionals in an ever-changing financial service industry.

Jim Boldt will review the Cannons and the Code of Ethics held by several financial services organizations. The course will introduce, define and describe the ethical decision-making tools available to advisors today.  Finally, he will help advisors gain insights to their own ethical challenges through group interaction with multiple case studies presenting a wide range of ethical dilemmas

CE Credit

This webinar will provide three hours of Nebraska and Iowa INSURANCE ETHICS credits. We have also applied for Ethics CE credit for Legal and Accounting. Please note: this is NOT a CFP Ethics course. FPA Nebraska will offer a CFP Ethics course in the first quarter of 2021.

Registration

Online registration is now open! Within 48 hours of registering, you will receive a confirmation email from the GoToWebinar system containing information about joining the webinar. Be sure to check your spam if the confirmation email doesn't show up in your inbox.

Questions?

Contact Chapter Executive Katharine Kline at [email protected] or 844-249-8806. 

Register Now

Future Meetings

Fearless Predictions & Prognostications: The Outlook for the November Elections

 

October 08, 2020

 

2:00 PM to 3:00 PM

 

Via GoToWebinar

Join Us for Our Next CE Webinar!

Register Now View Details ▶

 

 

1031 Exchanges CE Webinar

 

October 22, 2020

 

1:00 PM to 2:00 PM

 

Via GoToWebinar

Join Us to Learn About 1031 Exchanges!

Register Now View Details ▶

 

 

Economic Trends and Outlook Update

 

November 05, 2020

 

1:00 PM to 2:00 PM

 

Via GoToWebinar

Join Us for Our Next CE Webinar!

Register Now View Details ▶

 

 

Ethics: A Practical Perspective for Today’s Financial Professionals

 

November 20, 2020

 

1:00 PM to 4:00 PM

 

Via GoToWebinar

Join Us for Our Insurance Ethics Webinar!

Register Now View Details ▶