Presented by: Ilene H. Ferenczy, J.D., CPC, APA and S. Derrin Watson, JD, APM
Join Ilene, Derrin, and their friends as they review the ethical requirements of retirement plan practitioners and then provide case studies to illustrate the rules in real life. Guaranteed not to put you to sleep or your money back!
This is a repeat of the session given on Tues, March 27, 2018.
View the pdf file of the slides.
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