Tuesday December 17, 2019 2:00 PM (ET)
100 minutes (2 hours Ethics CE for ERPA/NIPA/ASPPA)
Presented by: S. Derrin Watson, JD, APM and Ilene H. Ferenczy, J.D., CPC, APA
Join Ilene Ferenczy, Derrin Watson, and their friends as they review the ethical requirements of retirement plan practitioners and specifics in IRS Circular 230. We will then provide case studies to illustrate the rules and potential ethical conundrums in real life. Guaranteed not to put you to sleep!