Please Join Us! 

2026 Estate Planning Teleconference Series

December 8, 2026 | 12:00 p.m. - 1:30 p.m.
Security National Bank | 601 Pierce St., Sioux City, IA

3rd floor

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 DILEMMAS ARISING IN VARIOUS JOINT REPRESENTATION SCENARIOS

Concurrent representation of multiple parties may give rise to a host of ethics-related issues. Chief among them are potential conflicting interests and the need to respect barriers between or among clients regarding information they rightfully consider personal and confidential. When these issues are or become insurmountable, declining or removing oneself from a problematic engagement may be the only viable path. There are circumstances, however, in which serving multiple clients in the same engagement, or related engagements, is not only inoffensive but is, in fact, beneficial for all concerned. Among the topics and matters that will receive our focused attention in this webinar are the following:

• Relevant Model Rules of Professional Conduct

• Identifying and navigating conflicts of interest

• Confidentiality conundrums

• Deep dive into 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