Charitable Giving and Ethics for Estate Planners and Financial Advisors: You be the Judge

Date: Tuesday, January 8, 2019
Time: 5:00pm - 7:15pm
Location: Springfield Country Club, 400 W. Sproul Rd., Springfield, PA
Speaker: Suzanne Friday, VP Legal Affairs the Council on Foundations

In this interactive program, Suzanne Friday, Senior Counsel and Vice President of Legal Affairs at the Council on Foundations, will discuss several common ethical dilemmas that professional advisors face when counseling clients,particularly when it comes to charitable giving. Suzanne will guide the audience through analysis of each and discuss how the Pennsylvania Rules of Professional Conduct apply in these situations. 

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