Day
Date
From - To + Timezone
Clear Street stage
2 CE Credits

ETF Study Hall: Ethics

An engaging CE-accepted Ethics session with the best possible speaker!

Session speakers

Marguerita
Marguerita Cheng CFP®, RICP®
CEO, Blue Ocean Global Wealth
Marguerita Cheng CFP®, RICP®
CEO, Blue Ocean Global Wealth
Marguerita (Rita) Cheng helps educate the public, policy makers, and media about the benefits of competent, ethical financial planning. As a Certified Financial Planner® professional Rita helps people meet their life goals through the proper management of financial resources. She is passionate about helping them navigate some of life’s most difficult issues—divorce, death, career changes, caring for aging relatives—so they can feel confident and in control of their finances. Rita is a regular columnist for Kiplinger and MarketWatch, and a past spokesperson for the AARP Financial Freedom Campaign. Rita volunteers her time as a SoleMate, or charity runner for Girls on the Run, raising money for scholarships for girls.
ETF Study Hall

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Connect with other financial services professionals, experts, and Thought leaders. Grow your network at Exchange.

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