Available until December 11, 2020
Speaker: Angela Barclay, EA, MSPAPension Benefits Unlimited, Inc.
Michael Eaton, EA, MSPA, CPC Summit Benefit & Actuarial Services, Inc.
Lynn Young, EA, MSPA, Pinnacle Plan Design, LLC
Experience Level for Attendees: All
Target Audience: Actuaries, TPA’s, Plan Administrators, advisers
Keywords Ethics, Defined Benefit, Actuarial, Administration
IRS Program Number: CZTXU-E-01112-19-O
Description: Even if you already have your Ethics CE credit you won’t want to miss this engaging session! We will explore recent ethical scandals in the real world to determine what we can learn from these events as they relate to our practice. For example, what does the college admissions scandal teach us about ignoring potential consequences? How can we learn to address problems as they arise and avoid a Boeing Max scandal?
With a number of retirement specific case studies we will explore the difficult scenarios that test our professionalism and our ethical standards. How do we take accountability for mistakes that are made and right the wrongs? Together we will discuss the relevant issues and determine the optimal course to provide resolution.
Learning Objectives:
- Apply appropriate business ethics to previous and potential lessons.
- Interact with other professionals to hear additional perspectives on ethical challenges.
- Discuss best practices for demonstrating professionalism, courtesy and respect.
Registration Deadlines:
On-Demand: 12/11/2020
CE Credit: 2 ASPPA Ethics, 2 NAPA Ethics, 2 NTSA Ethics, 2 ERPA Ethics, 2 JBEA Ethics, 2 JBEA Core
About the Speaker:
Angela Barclay, EA, MSPA, Pension Benefits Unlimited, Inc.: https://www.linkedin.com/in/angelabarclay/
Michael Eaton, EA, MSPA, CPC, Summit Benefit & Actuarial Services, Inc.: https://www.linkedin.com/in/mike-eaton-8323417/
Lynn Young, EA, MSPA, Pinnacle Plan Design, LLC: https://www.linkedin.com/in/lynn-young-023b0b9/
|
Individual Viewer |
Additional Viewers |
|
ASPPA Member: $119.00 |
ASPPA Member: $49.00 |
|
Non-member: $199.00 |
Non-member: $79.00 |
Registration for on-demand recorded webcast includes unlimited viewing of the webcast recording to play any time before the one-year expiration date, webcast outline, and any additional presentation materials. Recordings are available one week after the live webcast takes place.
Webcast Package Pricing
Please click here for information on package pricing for classroom style webcasts and web-course viewing. For more details on additional training package offerings, please contact [email protected]
Methods of Registration: 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.
- Download: a registration form
- Online: For credit card payment only. Receive an immediate e-mail Registration Confirmation.
- E-mail: E-mail your scanned 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
For express/overnight deliveries (FedEx/DHL, etc., send to: American Retirement Association, 4401 North Fairfax Drive, Suite 600, Arlington, VA 22203
Make checks payable to the American Retirement Association
General Information
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.