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Cancellations must be received in writing via email to [email protected] at least 48-hours in advance of the event start time to receive a refund.

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Quarterly Meeting: Ethics Courses for Financial Professionals

 

July 14, 2023
7:30 AM - 10:00 AM
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Hyatt at Villa Christina | Dogwood Room
4000 Summit Blvd NE
Atlanta, GA 30319
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Ethics Courses for Financial Professionals: a component of the FPAGP Compliance Hub

Come out and network with your colleagues and enjoy the presentations!  

2 HRS ETHICS CFP CE + 2 HRS ETHICS GA INSURANCE CE CREDIT APPROVED

7:30 - Registration & Networking Breakfast

7:55 - Opening Remarks & Speaker Introduction

8:00 - Ethics Presentation Begins 

10:00 - Presentation Concludes


Melissa Kemp, CFP®, AEP®, CAP®, CNAP® currently serves as the contract Executive Director for the Financial Planning Association of Greater Phoenix.  Prior to accepting the Executive Director role in 2015, Melissa had been a chapter member since 2000.

Melissa is the founder and owner of Premium Organization, an Association Management Company, launched in 2000. Premium Organization provides administrative solutions for many nonprofit organizations, including 501(C)(3), (C)(4), and (C)(6) type entities. Melissa knows how to deliver quality programming under a nonprofit umbrella.

She also owns Premium Administration, LLC, a third-party administrator for trustees of Irrevocable Trusts. As a trust administrator of complex estate planning documents with high dollar values, she understands the rigor and exactitude required of financial planning professionals and the critical value of a highly regarded reputation.

In 2021, Melissa is serving as a Hearing Panel Volunteer by the CFP® Board of Standards Disciplinary and Ethics Commission. The Hearing Panel is responsible for overseeing and processing 2021 disciplinary actions.

Tickets

$30.00 Member Ticket

$60.00 Guest Ticket