planners must have a working knowledge of and adhere to applicable rules of
ethics even before rendering any services.
Failure to do so could result in an engagement that is rife with
multiple problems giving rise to severe problems for the client(s) and the
planner. Among the pre-engagement issues
that will receive our focused attention in this teleconference are the
- Screening Clients to Avoid Problems Before They Develop
- Honestly Discerning Whether You Have the Requisite Competence to Render Needed Services
- Ascertaining Who You May Properly and Effectively Represent
- Designing Engagement Letters
Need an Invoice? For your convenience, you may now select “Invoice Me” at checkout or if you prefer to send an email to be invoiced, our CS Team (firstname.lastname@example.org) would be happy to assist you.
If you wish to cancel your teleconference registration prior to the time the program Materials (Intellectual Property)/Pin are sent out by BSe, then you will be allowed a full refund of your registration fee. If you wish to cancel your teleconference registration AFTER the program Materials (Intellectual Property)/Pin are sent out by BSe, then you will be charged a $100 cancellation/materials fee.
Purchase this teleconference + archive MP4 at the rate of $394 total: Click Here
Your archive will be available within 5 days of the live event.
State CE Exceptions:
Attorneys must apply for CLE approval
30 days before event date or earlier.
Click on your state for application.