Speaker: Kelsey Mayo, Lead Employee Benefits Partner, Poyner Spruill, LLP
Experience Level Of All Atteendees: All
Target Audience: TPAs, Administrators, Advisers, Home Office
Keywords: Ethics, Continuing Education (CE), 403(b), Retirement Ethics
PLEASE NOTE THAT ERPA CE IS ONLY AVAILABLE TO ATTENDEES OF THE LIVE WEBCAST.
Description : Join us as we take an in-depth look at ethics in retirement plans. Kelsey Mayo will walk us through case studies and the elegant ethical solutions to these case studies throughout the industry.