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BEGIN:VEVENT
DTSTART:20261007T220000Z
DTEND:20261008T000000Z
LOCATION:Wisconsin Club
UID:3036620261007T220000ZRelationship Foundations: Ethics of the Client Relationship
DTSTAMP:20260911T040826Z
DESCRIPTION:\nThe foundation of client relationships starts with knowing who your client is. That affects all the professionals gathered at the Milwaukee Estate Planning Forum. Every discipline has ethical rules and requirements that guide client relationships and professional interactions. Elli Becker and Jeremy Guth of O’Leary-Guth Law Office, S.C. review the ethical considerations faced by attorneys, with commentary from guest panelists Andrew Bird of Mosaic Financial Partners and Sean Bailey of Vesta CPAs, S.C. regarding their discipline’s ethical rules and responsibilities when it comes to dealing with clients across each profession.\n
SUMMARY:Relationship Foundations: Ethics of the Client Relationship - Milwaukee Estate Planning Forum, Inc. 
PRIORITY:3
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DESCRIPTION:Reminder
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