April 21, 2027 | 11:00 am - 1:00 pm East US

In this workshop you will discuss ethics and inclusion with other advisors and how to make the principles present when interacting with clients.

The take-away from this workshop is:

• How to communicate ethical principles

• How to demonstrate dedication to inclusion and diversity

• How to handle common ethical dilemmas

• How do define professional standards and live by them