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Regional Vice President, Sales MAP Retirement USA LLC
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View More American Society of Enrolled Actuaries [ASEA] Webinars, Podcasts and Conferences
Ethics of a TakeoverAmerican Society of Enrolled Actuaries [ASEA] |
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Dec. 19, 2023 On-Demand Webinar |
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Speaker: Kelsey Mayo, JD, Director of Regulatory Affairs, American Retirement Association; Partner, Poyner Spruill LLP Description: Retirement plan professionals are subject to various codes of conduct. This session will discuss real-life situations that arise when taking on new clients that require you to apply those ethical standards. How would you respond? How should you respond? Learning Objectives:
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