2017 ASPPA SPVC Sess 3: Ethical Dos and Don’ts for Pension Professionals-OD
May 12, 2017 To May 12, 2018
Oftentimes, practitioners face scenarios that will challenge their ethical responsibilities under the ARA code of conduct. This session will review, by using real-life scenarios, the guidelines that should be used when these situations arise. Avoiding pitfalls and protecting your clients by having a reputation for “doing it right” can help service providers grow their businesses. ASPPA’s Code of Professional Conduct as well as IRS “Circular 230” will be considered by our speakers in resolving the issues presented.
Viirtual Conference sessions are available for one year after the live presentation date