Society of Financial Service Professionals South Jersey Chapter Annual Ethics Meeting

“Annual Ethics Meeting”

Tuesday, April 18, 2017

Laurel Creek Country Club,

701 Centerton Rd., Mt. Laurel, NJ

7:45 AM — Breakfast

8:30-11:30 AM Program

This year’s Ethics Program will be an interactive Panel discussion with 3 area experts reviewing Best Practices for Financial Advisors under the new Fiduciary Standard Rules. We will focus on Best Practices for IRA Rollovers, Pension Maximization, E & O Insurance coverage, and an actual Annuity Sale Court Case. The Ethics Program will be a new program for NJ Insurance credits but a “renewed” (aka same course number) for CFP Professionals, as last year’s program.

The 3 expert panel members are Deirdre Koerick, Chief Compliance Officer for Lincoln Investment, Thomas C. Piersanti, CLU, RHU and John C. Grady, Esq.

This Meeting is Generously Sponsored By:

  • Empower
  • Principal Financial
  • SeniorWise Care Management

Full Information online at:

Or by contacting Abby Murray
Email: Send an email to Homer now!

Or by phone: 856-470-4521

We have been approved for this meeting to qualify for NJ Insurance and have applied for CFP credits

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