SBEPC & EPTCLB Joint Dinner & Panel

"Shut Your Mouth! A Multidisciplinary Look at Standards of Privilege"

Gary Burkard, Margaret Lodise & Cory Stigile

When:   Thursday, July 12th 6:00-9:00pm

Where:  The Grand Long Beach Event Center

4101 E Willow Street

RSVP and prepayment required. $60 fee for members and guests.  

Register and pay with blue button below.

Come join us when we discuss privilege with all its intricacies as it appears across the professions.

• Are your Rules of Professional Conduct hard and fast or a slippery slope?
• When can your ethical obligations be in conflict with privilege?
• What are the exceptions when you are compelled to break privilege?

The panel will discuss recent changes in confidentiality requirements that affect all professional service providers. Whether you are governed by attorney-client privilege,  FPA Code of Ethics, AICPA’s revised confidentiality rule and Sec. 7216, or even HIPAA, or NPPI standards, attendance will open your eyes to the various ways you may be inadvertently exposing your self and your firm to ethics violations.

Continuing Education Credit available for CPA, CFP, and MCLE.  An Increasingly Hot Topic in Ethics that will qualify for MCLE Competence Issues CE credits! 

Panelists:

Margaret Lodise, Estate, Trust and Conservatorship Litigation at Sacks, Glazier, Franklin & Lodise LLP

Gary Burkard, OSJ Branch Manager for Cetera Advisor Networks

Cory Stigile, CPA and Certified Specialist in Taxation Law at Hochman, Salkin, Rettig, Toscher & Perez

Moderated by Troy Martin