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January Ethics Course
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January Ethics Course

The 2020 Winter Symposium will start with an Ethics Course beginning at 6:30AM; check-in for the course will begin at 6:00AM.

 Export to Your Calendar 1/24/2020
When: 1/24/2020
6:00 am
Where: Map this event »
Tysons Marriott
8028 Leesburg Pike
Tysons, Virginia  20182
United States
Contact: Peggy Nelson

Online registration is available until: 1/24/2020
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 The 2020 Winter Symposium will start with an Ethics Course

Ethics program check-in begins at 6AM and the program will begin at 6:30AM.

Symposium check-in begins at 8AM, with opening remarks at 8:45AM.


NEW LOCATION: Tyson's Marriott, Tysons Corner, Virginia


*ETHICS CREDIT: To receive credit for attending Ethics, you must complete the ETHICS REGISTRATION FORM which is a separate form from the Symposium Registration form.

*SYMPOSIUM REGISTRATION: If you plan to attend the 2020 Winter Symposium, you must complete the Symposium Registration Form, in addition to the Ethics Registration Form.

There are TWO REGISTRATION FORMS, one for Ethics and one for the Symposium. Please complete one or both forms as needed. Thank you!

We are happy to announce that Rita Cheng will be our Ethics Course presenter for the 2020 Winter Symposium!

Marguerita M. Cheng is the Chief Executive Officer at Blue Ocean Global Wealth. Marguerita is a past spokesperson for the AARP Financial Freedom Campaign and a regular columnist for Investopedia & Kiplinger. She is a member of CNBC Digital Financial Advisor Council. She is a CFP® professional, a Chartered Retirement Planning CounselorSM, a Retirement Income Certified Professional® and a Certified Divorce Financial AnalystTM. 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 Women’s Initiative (WIN) Advocate and member of the Diversity Advisory Group (DAG) for CFP Board. 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) 

Rita is a recipient of the prestigious Japanese Monbukagakusho Scholarship. In 2017, she was recognized as a Woman to Watch by InvestmentNews. In 2019, she was named the #5 Most Influential Financial Advisor in the Investopedia Top 100


Marguerita’s mantra is “So many people spend their health to gain wealth, and then have to spend their wealth to regain their health” (A.J. Reb Materi).


2 CFP, 2 CIMA, and 2 MD Insurance CE (pending approval)

We hope to see you at this event!

 No Cancellations or Refunds Will Be Given After January 1, 2020 Due to Hotel Arrangements Being Finalized. Substitutions will be Accepted.