Session Information
ABA Advanced Trust Forum
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Ethics: Core Ethical and Personal Values
Track
:
Thursday, August 20
Program Code:
12
Date:
Thursday, August 20, 2009
Time:
3:00 PM to 4:00 PM
EST
Location:
Ballroom B
SPEAKER
:
Eric P. Hayes, Senior Regional Manager, Calibre, Wachovia Wealth Management
Description
Ethics is always a priority but can be particularly complex when buying proprietary funds, meeting sales goals, determining compensation, and managing relationships with attorneys and other service providers. Explore key ethical decisions that trust officers face, find ways to reconcile trust officers’ and clients’ sometimes differing values, and learn best practices that can keep you out of trouble.
No items are available for this session.
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