Meeting Details

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ASEA Webcast: The Ethical Actuary: A Guide to Principled Plan Possibilities-OD
December 14, 2022 To December 14, 2023
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Recorded Webcast
1.00 ERPA Ethics
1.00 JBEA Core
1.00 JBEA Ethics

Lynn M. Young, EA, FSEA, Pinnacle Plan Design
Corey B. Zeller, MSEA, CPC, QPA, QKA, Preferred Pension Planning Corp.

Experience Level for Attendees: All

Target Audience:  Actuaries, TPAs, DB administrators

Keywords: Ethics; Circular 230; Code of conduct

Description: Last chance to fulfill your ethics credit for this cycle! Join Lynn Young and Corey Zeller as they review ethical guidelines for plan professionals, with a focus on issues affecting DB plan practitioners and actuaries. This 50-minute session will explore real-life ethical dilemmas and discuss how Circular 230 and the Code of Professional Conduct impact and inform a professional’s response to difficult situations.

Participant Information
Each attendee/viewer must have their own registration for each event and access it through their own device in order to receive continuing education credit.

Registration for on-demand webcasts includes unlimited viewing of the webcast recording, webcast outline, and any additional presentation materials for 180 days following the registration date. Recordings are available one week after the live webcast takes place.

To receive CE for the on-demand version, viewers must pass a brief quiz following the recorded session.

  • List Price: $82.00
  • Member Price: $65.00
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