Available until December 14, 2023
Speakers:
Lynn M. Young, EA, FSEA, Pinnacle Plan Design
Corey B. Zeller, MSEA, CPC, QPA, QKA, Preferred Pension Planning Corp.
Description: Last chance to fulfil 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.
Learning Objectives:
- Review the requirements of circular 230, the actuarial code of conduct, the ARA code of conduct, and the joint board regulations
- Apply ethical principles to real-world ethical dilemmas
- Consider how the guidance of the codes of conduct apply to situations in their own professional lives
Registration Link:
On-Demand Webcast is Available Until: December 14, 2023
Registration Information:
- Each viewer must have their own registration for each event and access it through their own device in order to receive continuing education credit.
- Live webcast registration does not provide access to the on-demand version.
- 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 continuing education credit for the On-Demand webcasts, viewers must pass a brief quiz following the recorded session.
Continuing Education Credit (On-Demand): 1 ASPPA Ethics, 1 NAPA Ethics, 1 NTSA Ethics, 1 JBEA Core, 1 ERPA Ethics
About the Speakers:
Lynn Young is a long-time speaker and educator in the pension field. Most recently she was the recipient of the 2022 Edward E. Burrows Distinguished Achievement Award and the 2022 ASPPA Educator’s Award. She is kind of a big deal.
Corey Zeller entered the retirement world in 2016 after a 12-year career in IT. Making up for lost time, he quickly attained the CPC credential from ASPPA and became an enrolled actuary. When not studying for exams, he enjoys spending time outdoors, and making a nuisance of himself on the ASEA Google Group.
General Webcast Information
How to Access Webcast: All live and on-demand webcasts will be accessible directly through your Learning Activities.
Paying Online Using a Credit Card: Please use the On-Demand registration button above to purchase using a credit card only. Email confirmations will be sent immediately after purchase.
Paying a Different Way: Download the webcast registration form and either:
- E-mail: Send your registration form(s) and credit card information to [email protected]
- Fax: Fax your scanned registration form(s) and credit card information to 703-516-9308
- Mail: American Retirement Association, PO Box 34725, Alexandria, VA 22334-0725
- Express/overnight deliveries: American Retirement Association, 4401 North Fairfax Drive, Suite 600, Arlington, VA 22203
Note: Make checks payable to the American Retirement Association. To prevent duplication of payment, please select only one method of registration. Once your registration is processed, you will receive an electronic registration confirmation to the e-mail address listed on your registration form.
Group Discounts: For details on Webcast packages or any additional training package offerings, please contact Tiffany Hanks, Director of Education Sales [email protected]. You can also find more information on webcast pricing package page.
Cancellation Policy: All webcasts are non-refundable. If you have registered for the live webcast and are unable to attend, please email [email protected] and request to transfer your registration to the recorded version. This request must be made before the live webcast takes place.
Disclaimer: Statements and materials presented on American Retirement Association webcasts are solely the opinions of the speakers and do not represent the opinion or the position of the American Retirement Association. The American Retirement Association assumes no responsibility for the content and materials presented by speakers during the webcast.
Questions? Please reach out to our Customer Care team [email protected]