The Delaware County Estate Planning Council will host a program entitled “Charitable Giving and Ethics for Estate Planners and Financial Advisors: You Be the Judge” on Tuesday, Jan. 8 from 5-7:15 PM at the Springfield Country Club.
Suzanne Friday, Senior Counsel and Vice President of Legal Affairs at the Council on Foundations, will discuss several common ethical dilemmas that professional advisors face when counseling clients, particularly when it comes to charitable giving.
Friday will guide the audience through analysis of each and discuss how the Pennsylvania Rules of Professional Conduct apply in these situations.
Click here to register. If you have any questions or would like to learn more, please contact Ellen Grill at The Foundation for Delaware County by e-mailing [email protected].
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