Today's Real World Ethics and our Holiday Social- Come for the Ethics CE, the Social, or BOTH!  Let us know in your registration.

3 hours of CIE and CPE Ethics applied for.  There will be no CLE or CFP offered.

Please let us know in your registration if you are coming to one or both.

1:30 pm Doors Open
1:45 pm Announcements
2:00 pm Presentation
5:00 pm CE Ends, Happy Hour Begins!

Abstract:  This course weaves together concrete, case-driven ethics analysis with insights from the science of happiness, purpose, and human bias to equip financial service professionals with both practical and personal tools for ethical excellence in today’s evolving marketplace. Attendees will explore contemporary ethical dilemmas in insurance, law, and financial services while also gaining actionable techniques to enhance self-awareness, fulfillment, and principled decision-making in their personal and professional lives.

Speaker: 

Gregg Schlaudecker

Gregg Schlaudecker is a seasoned executive and financial services leader based in Jamestown, North Carolina. As Chief Operating Officer at AdaptFirst Tax and Investments, Gregg drives operational excellence and strategic direction for a mid-sized CPA firm. His career includes influential roles such as Executive Director for The Financial Service Advisors Council and Director at the Society of Financial Service Professionals, where he led regional chapters and advanced the profession through innovative leadership and collaboration. Gregg’s expertise spans financial planning, risk management, and education—evidenced by his founding of Emerald College Planning, helping families strategize college affordability. He has managed comprehensive financial planning operations and led large insurance sales departments, leveraging knowledge gained from diverse roles including military service as a U.S. Army Captain. Known for his tech savvy and commitment to professional development, Gregg also enjoys cycling, hiking, bird watching, reading, and mentoring others in finance and technology both inside and outside the office.