Meeting Details - WEBINAR

Tuesday, August 25, 2020 
12:00 pm - 2:30 pm

Title:

CFP Board New Code of Ethics & Standards of Conduct

Speaker(s):
Marguerita (Rita) Cheng, CFP®, Chief Executive Officer
Blue Ocean Global Wealth

Thank You to Our Meeting Strategic Partner!

Program Description:
The financial planning world is now more transparent because of increased access to information and resources once only available to financial advisors. The evolving landscape of the financial planning profession and the increased need for competent and ethical advice prompted the CFP Board to focus on elevating the Standards of Professional Conduct.

The new CFP Board Code of Ethics & Standards revisions became enforceable on June 30th. Make sure you're aware of all the changes! 

Earn your 2 Biennial Ethics Credits while practicing social distancing at home attending this LIVE WEBINAR.

Speaker(s):
Marguerita (Rita) Cheng, CFP®
Chief Executive Officer
Blue Ocean Global Wealth


Marguerita (Rita) Cheng helps educate the public, policy makers, and media about the benefits of competent, ethical financial planning. The chief executive officer of financial advisory firm, Blue Ocean Global Wealth, Rita helps people meet their life goals through the proper management of financial resources. She is passionate about helping them navigate some of life’s most difficult issues—divorce, death, career changes, caring for aging relatives—so they can feel confident and in control of their finances. She takes pride in her ability to make a difference in people’s lives, by helping them gain clarity when times are tough. Rita also volunteers her time as a SoleMate, or charity runner for Girls on the Run, raising money to win scholarships for girls.

Rita is a Certified Financial Planner® (CFP®) professional, a Chartered Retirement Planning Counselor, a Retirement Income Certified Professional® and a Certified Divorce Financial Analyst. She is a regular columnist for Investopedia and Kiplinger, and a past spokesperson for the AARP Financial Freedom Campaign. In addition, she serves as a Women’s Initiative (WIN) Advocate and a member of the Diversity Advisory Group (DAG) for the CFP Board. Rita earned a BS in finance and a BA in East Asian language and literature from the University of Maryland, College Park. 

Agenda:
12:00 - 12:15 pm - Welcome
12:15 – 2:15 pm – Rita's Presentation / Q & A
2:15 - 2:30 pm – Closing Remarks / Program Ends