The Ethical Professional: Why Ethics Matter in Client Relationships and How To Get and Keep Them

Date: Tuesday, May 24, 2011
Time: 7:30 AM - 11:30 AM
Location: Peppermill Hotel Resort
Speaker: Marianne M. Jennings, Ph.D.

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"In a time of public discontent, poltical uncertainty, regulatory reform, and men behaving badly like Charlie Sheen, what can we do individually and collectively to improve trust, clarity, and transparency?"

- B. Loy, philosopher

 

The Estate Planning Council of Northern Nevada is proud to present:

“The Ethical Professional:  Why Ethics Matter in Client Relationships and How to Get and Keep Them”

 

  • A look at the types of ethical missteps that have occurred in estate planning and among financial advisers.
  • A reminder of why ethics is important in these fields and how professionals lose their way.
  • Suggestions for ethical analysis and decision-making and tools for avoiding rationalizations and missteps.

 


PRESENTED BY

Marianne M. Jennings, Ph.D.

 

This is a personal invitation to attend a three hour seminar given by Marianne Jennings, Ph.D., a professor of Legal and Ethical Studies in Business at Arizona State University.

 

This is a seminar not to miss for estate planning professionals - Attorney's, CPA’s, Trust Officers and other professionals who work regularly in the estate planning and estate administration process.

Breakfast will be provided at this event, and you will receive 3.0 hours of ETHIICS Continuing Education credits.

WHERE: The Peppermill Resort and Casino
2707 S. Virginia Street
Reno, Nevada

WHEN: May 24, 2011 from 7:30 a.m. to 11:30 a.m.

PRICE: $110.00 early registration EPCNN member discount, $130.00 after Monday, April 25th;  

$130.00 early registration Guest discount, $150.00 after April 25th; please RSVP by Wednesday, May 19th.

Please send all payments to the attention of Scott Wait at RS Wait, Chtd. at the following address:

P.O. Box 10980
Reno, NV 89510-0980

Please make checks payable to the Estate Planning Council of Northern Nevada (EPCNN) and indicate on the check that it is for the May 24th seminar. Also, you will be able to register online and pay with a credit card.

See website:  http://www.epcnnevada.org/displayevent.web?EventID=5223 

Scroll to bottom of page to RSVP for the event

Also, please Note:  Sponsorships for the event are also available!  See below--

The council is offering One Diamond Sponsorship and Three Silver Sponsorship opportunities:

DIAMOND

  

Commitment Level

$1,500 (one per industry noted below)

 

Only One Diamond Sponsor is available at first come, first served.

Payment Terms

Full payment due by April 24, 2011

 

Benefits

 

Special Benefits

 

  •  Recognition from podium during conference and Introductory remarks (two  to four minutes) to share with the attendees the company’s commitment to high quality estate planning and professional ethics
  •   Sponsor Banner or other company branded signage (pre-approved by the executive council). Placement of a banner in the speaker’s area during conference.
  • Two complimentary conference registrations.  Registration sharing is not permitted
  • Company Marketing take-away items for each registrant at each registrant table

 

Conference Participation

  • Expanded exhibition space, if you choose.

 

Extra-conference Benefits

  • Logo on all EPCNN conference-related communications prior to event.

 

SILVER

   

Commitment Level

$500

 

Space is limited and available first come, first served.

 

Payment Terms

Full payment due by April 24, 2011

 

Benefits

 

Conference Participation

  • One complimentary conference registration.  Registration sharing is not permitted.

Special Benefits

  • Exhibition space, if you choose.

On-site Conference Public Relations

  •  Take-away items are allowed at the company exhibit display table.

Basic Sponsor Information

Show times:

  • Show times are before and after the conference, breaks and lunch time.  Display tables should be manned during those times.

On-site Accommodations:

  • One 6 foot skirted table
  • One chair per table
  • Fully carpeted display area

Display Guidelines:

  • Only roll-up displays will be permitted with the exception of Diamond Sponsor.

For More information, Contact:

Scott Wait
Secretary

RS Wait, Chtd.
P.O. Box 10980
Reno, NV 89510-0980
E-Mail:  scott@rswait.com
Phone: 775-825-7337, ext 4
Member of Estate Planning Council of Northern Nevada

Hope to see you on May 24th!


Scott

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