Thursday, September 5, 2019
The Bellevue Hotel
200 South Broad Street
Philadelphia, PA 19102
7:30 a.m. – Registration and Dairy Breakfast (Kosher items available)
8:00 a.m. to 10:00 a.m. – Seminar
Registration is $75 which includes seminar, materials and breakfast.
Protecting Client Data in the Digital Age: Professional Ethics Rules and Practical Security Considerations for Estate Planners
Lisa D. McLaughlin, Esq.
Also featuring the presentation of the Edward N. Polisher Award to Scott A. Isdaner, CPA, JD, AEP®
Continuing Education credits
Approved for 1.5 hours of ethics credit for Pennsylvania attorneys. Credits also available to Pennsylvania CPAs, Certified Financial Planners and Insurance professionals.
Online registration is now closed.