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Nov 17 Tuesday Tue 2020 Past

Financial Planning Week 2020

Speakers: Bianca La Neve

Financial Planning Week ( FPW ) 2020 will be taking place virtually from November 17 to 19, 2020. This year FPW will focus on Resolve, Resilience and Renewal. You will learn insightful new strategies and ideas for conquering adversity, adapting to change and reinvigorating your practice. You’ll walk away ready to navigate the decade with confidence.

Through a series of live, interactive online events throughout the week, you’ll be able to conveniently participate in FPW no matter where you’re located.

Partner Bianca La Neve will be speaking on the Ethics Panel on Thursday, November 19th at 1:00 p.m. Do you know how to spot financial abuse, and how to handle situations that may raise concerns regarding client vulnerability and financial abuse or fraudulent activity involving your clients? This session will explore vulnerable clients (including elderly clients, spousal abuse, fraudulent conduct) and situations of financial abuse including by Powers of Attorney or family members/helpers. The Panel discussion will focus on identifying such situations and your role as a professional financial planner in protecting your client from financial abuse.

For more information and to register, please click here.



Event Details

Nov 17, 2020 @ 1:00 pm
Nov 19, 2020 @ 3:00 pm
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