Sign In   |   Join
September Ethics Course
Tell a Friend About This EventTell a Friend
September Ethics Course

There are TWO REGISTRATION FORMS, one for Ethics and one for the Luncheon. You must complete two registration forms if you are attending both Ethics and the Luncheon.

9/14/2017
When: 09/14/2017
9:00 AM
Where: Bethesda Country Club
7601 Bradley Blvd.
Bethesda, Maryland  20817
United States
Contact: Peggy Nelson
703-620-1712

« Go to Upcoming Event List  

Registration for this event has now closed so that facility arrangements may be finalized. We hope to see you at our October Luncheon! Thank you!

 

PLEASE NOTE: THE FIREFOX BROWSER WORKS MUCH BETTER FOR REGISTRATIONS. INTERNET EXPLORER WILL OFTEN CAUSE PROBLEMS OR FAILURE DURING REGISTRATION. PLEASE TRY TO USE FIREFOX OR ANOTHER BROWSER WHEN REGISTERING. SORRY FOR THIS INCONVENIENCE.

If you are attending Ethics, you must complete the ETHICS REGISTRATION FORM. There are TWO REGISTRATION FORMS, one for Ethics and one for the Luncheon. Please complete one or both forms as needed. Thank you!

We are happy to announce Rita Cheng will be our Ethics Course presenter for this Ethics Program!

2 CFP, 2 CIMA, 2 MD and 2 VA Insurance CE APPROVED!

We hope to see you at this event!

 

Marguerite M Cheng, CFP®

Marguerita M. Cheng, CFP® is the Chief Executive Officer at Blue Ocean Global Wealth. Prior to co-founding Blue Ocean Global Wealth, she was a Financial Advisor at Ameriprise Financial and an Analyst and Editor at Towa Securities in Tokyo, Japan. Marguerita is a past spokesperson for the AARP Financial Freedom Campaign and a regular columnist for Kiplinger. She is a CFP® professional, a Chartered Retirement Planning CounselorSM, a Retirement Income Certified Professional® and a Certified Divorce Financial Analyst. As a Certified Financial Planner Board of Standards (CFP Board) Ambassador, Marguerita helps educate the public, policy makers, and media about the benefits of competent, ethical financial planning. She serves as a Wo􏰀e􏰁’s Initiative (WIN) Advocate and subject matter expert for CFP Board. Marguerita also volunteers for CFP Board Disciplinary and Ethics Commission (DEC) hearings. She served on the Financial Planning Association (FPA) National Board of Directors from 2013 – 2015 and is a past president of the Financial Planning Association of the National Capital Area (FPA NCA). She is a recipient of the Ameriprise Financial Presidential Award for Quality of Advice and the prestigious Japanese Monbukagakusho Scholarship.