Please Join Us!
2025 Estate Planning Teleconference Series
December 9, 2025 | 12:00 p.m. - 1:30 p.m.
Security National Bank | 601 Pierce St., Sioux City, IA
Cafeteria Conference Room (lower level)
Please join Security National Wealth Management for this month's Cannon Estate Planning Teleconference where the industry’s foremost leading authorities provide commentary and debate over the use of complex financial and legal strategies to serve their high-net-worth clients best.
Topic: Ethics Issues for Estate Planners Before the Engagement Begins
Estate planners must have a working knowledge of and adhere to applicable rules of ethics even before rendering any services. Failure to do so could result in an engagement that is rife with multiple issues giving rise to severe problems for the client(s) and the planner. Among the pre-engagement issues that will receive our focused attention in this webinar are the following:
- Screening clients to avoid problems before they develop
- Honestly discerning whether you have the requisite competence to render needed services
- Ascertaining who you may properly and effectively represent
- Designing engagement letters
This is your opportunity to connect and collaborate with other professionals on relevant issues while earning continuing education and learning credits to preserve valuable business credentials.
Pre-registration is appreciated but not required and a complimentary lunch will be available to those who request it when registering.
REGISTER HERE