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July Ethics Course - Virtual Presentation!
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July Ethics Course - Virtual Presentation!

ETHICS WILL BE HELD ON ZOOM. YOU MUST REGISTER BY 10 AM JULY 8 IN ORDER TO RECEIVE THE ZOOM LINK!

 Export to Your Calendar 7/9/2020
When: 07/09/2020
11:00 AM
Where: Virtual Presentation
United States
Contact: Peggy Nelson
703-620-1712


Online registration is available until: 7/9/2020
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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.

*ETHICS CREDIT: To receive credit for attending Ethics, you must complete the ETHICS REGISTRATION FORM! Thank you!

PLEASE REGISTER BY 10 AM on JULY 8 IN ORDER TO RECEIVE THE ZOOM LINK FOR ETHICS!

Please Register on line - TWO REGISTRATION FORMS - One for ETHICS and One for the Symposium!

Zoom info will be sent to REGISTERED ATTENDEES Closer to the Event. If you have not Registered, you will not receive the zoom link, and you will NOT be eligible for any CE!

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

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 Approved! 1 VA Insurance Approved! 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 July 1, 2020 Due to final arrangements being finalized. Substitutions will be Accepted.