2025 Estate Planning Series: Ethics Issues for Estate Planners Before the Engagement Begins - 12/9
PNC’s Private Bank is inviting you to attend Cannon Estate Planning Teleconference in person.
2025 Estate Planning Series: Ethics Issues for Estate Planners Before the Engagement Begins
Tuesday, December 9, 2025
12:00 pm – 1:30 pm
PNC Bank
3201 W White Oaks Dr., Suite 100B
Springfield, IL 62704
Summary of Teleconference:
Estate planners must have a working knowledge of and adhere to applicable rules of ethics even before rendering any services. Failure to do so could result in an engagement that is rife with multiple issues giving rise to severe problems for the client(s) and the planner. Among the pre-engagement issues that will receive our focused attention in this webinar are the following:
Screening clients to avoid problems before they develop
Honestly discerning whether you have the requisite competence to render needed services
Ascertaining who you may properly and effectively represent
Designing engagement letters
Register for the teleconference by sending an email to Jennifer.s.walker@pnc.com no later than NOON Monday, December 8th.
A box lunch will also be provided, so when sending an email to RSVP, please include your choice of sandwich from the following options:
Panera - 1) Grilled Chicken & Avo BLT, 2) Turkey & Cheddar , 3) Tuna Salad Sandwich, 4) Cranberry Walnut Chicken Salad Sandwich, 5) Toasted Italiano or 6) Toasted Garden Caprese.
Chips and cookie included.
Thank you,
Jenn
Jennifer (Jenn) S. Walker
Officer, Sales & Support Administrator
PNC Private Bank
Ph. 309.655.5476