Free Continuing Education Credits

Ethics Issues for Estate Planners Before the Engagement Begins

Tuesday, December 9th

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10:45 am -12:30 pm 

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First Western Trust Phoenix Office at 2425 E. Camelback Road, Suite 100 Phoenix, AZ 85016

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Register for the Event

As an estate planner, it’s important to understand and follow the relevant ethical guidelines before offering services. Not doing so could lead to complications that affect both you and your clients. Join us at our Phoenix office for a continuing education event where we will cover key pre-engagement topics, including:

• Screening clients to help avoid potential issues
• Honestly evaluating whether you have the necessary skills to provide the services needed
• Identifying who you can properly and effectively represent
• Creating clear and thorough engagement letters

Event Timing:

• 10:45am – Arrival + Lunch
• 11:00am – Start
• 12:30pm – Conclusion + Q&A

Trust and Estate Planning Services are Not FDIC Insured, Not guaranteed by the Bank, May Lose Value.