Friday, September 25, 2020
DATE CHANGED FROM ORIGINAL SCHEDULE
8:30 AM - 12:30 PM Central Time
On behalf of the WealthCounsel Wisconsin Forum you are invited to attend this complimentary half-day virtual event!
The Wisconsin State Bar has put together an Ethics program focusing on practicing during the COVID crisis and topics related to estate planning. Topics include distanced witnessing and notarization, contact tracing and consent, waiver of risk for clients and staff, representing clients you haven’t met, who do you represent, and confidentiality.
Following a short break, the meeting will then transition into a roundtable discussion.
Please note the ethics program will run for 2.5 hours with no breaks. This will fulfill the 3.0 WI CLE credit hours needed for Ethics. Approval of the program is pending.