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DTSTART:20180713T010000Z
DTEND:20180713T030000Z
LOCATION:The Grand Event Center
UID:1603320180713T010000ZSBEPC Joint Dinner & Panel: "Shut Your Mouth! A Multidisciplinary Look at Standards of Privilege"
DTSTAMP:20260501T202644Z
DESCRIPTION:\nSBEPC & EPTCLB Joint Dinner & Panel\n \n"Shut Your Mouth! A Multidisciplinary Look at Standards of Privilege"\n \nGary Burkard, Margaret Lodise & Cory Stigile\n \nWhen:   Thursday, July 12th 6:00-9:00pm\n \nWhere:  The Grand Long Beach Event Center\n \n[4101 E Willow Street](https://maps.google.com/?q=4101+E+Willow+Street+%0D%0A+Long+Beach,+CA+90815&entry=gmail&source=g)\n \nRSVP and prepayment required. $60 fee for members and guests.  \n \nRegister and pay with blue button below.\n \n \n \nCome join us when we discuss privilege with all its intricacies as it appears across the professions.\n 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? \nThe 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.\n \nContinuing Education Credit available for CPA, CFP, and MCLE.  An Increasingly Hot Topic in Ethics that will qualify for MCLE Competence Issues CE credits! \n \nPanelists:\n \nMargaret Lodise, Estate, Trust and Conservatorship Litigation at Sacks, Glazier, Franklin & Lodise LLP\n \nGary Burkard, OSJ Branch Manager for Cetera Advisor Networks\n \nCory Stigile, CPA and Certified Specialist in Taxation Law at Hochman, Salkin, Rettig, Toscher & Perez\n \nModerated by Troy Martin\n
SUMMARY:SBEPC Joint Dinner & Panel: "Shut Your Mouth! A Multidisciplinary Look at Standards of Privilege" - Estate Planning and Trust Council of Long Beach 
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