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July Ethics Course
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July 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.

 Export to Your Calendar 7/9/2020
When: 07/09/2020
9:00 AM
Where: Map this event »
Westwood Country Club
800 Maple Avenue West
Vienna, Virginia  22180
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 which is a separate form from the Luncheon Registration form.

*LUNCHEON REGISTRATION: If you plan to attend the July Luncheon, you must complete the Luncheon Registration Form, in addition to 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 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, 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 June 20, 2020 Due to Facility Arrangements Being Finalized. Substitutions will be Accepted.