FROM THE INSIDE OUT: Psychological, Legal and Ethical Aspects of Elderhood
February 14, 2022, from 12:00 – 1:00 pm
“From the Inside Out: Psychological, Legal and Ethical Aspects of Elderhood:
Speaker: Bruce Ross
About the Talk: A licensed psychotherapist and trial lawyer offer new insights into the psychological, legal and ethical aspects of representing elderly clients and ways to avoid applying tired stereotypes and outdated legal concepts to the protection of the elderly and their psychological and financial interests.
Reservation Policy
All attendees are required to register in advance. In person $25-member, $50 guest. Zoom - $20-member, $40 guest. If you reserve and are unable to attend, please cancel your reservation at least 24 hours in advance of the meeting to receive a refund or a credit for a future meeting.
Continuing Education
EPCSTL has requested approval for continuing education in the following areas: Banking, CLE, CPE, CFP, L&H Insurance
EPCSTL is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.
Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org. Complaint resolution policy: please note your problem in the speaker evaluation.
CPE Information for CPAs
CPE Learning Objectives:
Increased ability to serve our elderly clients through listening, respect, empathy and caring (and zealous) advocacy
Delivery Method: “Group-live session delivered virtually due to COVID-19”.
Earn 1 CPE Credits for this session.
Field of Study: Specialized knowledge.
Program: Intermediate
Prerequisites: There are no prerequisites or advanced preparation for this session.
Who should attend: This presentation is aimed at lawyers, accountants, trust officers and other estate planning professionals with a background in estate planning topics.
A certificate of completion will be available for those CPAs, and CWS designees who feel the program satisfies their continuing education requirements.
"In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour."
National Registry of CPE Sponsors Number 109467
Who should attend - Attorneys, Accountants, Financial Advisors and Trust Officers that work in Estate Planning.
CTFA
CTFA 1.25 CE credit
CFP Learning Objectives:
Increased ability to serve our elderly clients through listening, respect, empathy and caring (and zealous) advocacy
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