Meeting Details

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Events
NTSA Webcast: Let’s Get Ethical-OD
1.00 JBEA
Date:
December 21, 2022 To December 21, 2023
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Format:
Recorded Webcast
Credits:
1.00 JBEA Core

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.

Learning Objectives: 

 

1.       Gain an in depth look into ethics in Retirement Plans

2.       Become prepared to handle all situations in an ethical manner

3.       Enjoy an insight into retirement ethics from Kelsey Mayo

 

 

CE Credit (On-Demand program):  1 ASPPA Ethics, 1 NAPA Ethics, 1 NTSA Ethics
  • List Price: $82.00
  • Member Price: $65.00
 
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