ONLINE WEBINAR: Ethics for TPAs and Other Professionals

Please join us for a timely webinar – Ethics for TPAs and Other Professionals - hosted by the Western Pension & Benefits Council Governing Board on Wednesday, December 10th from 10:00am-12:00pm PST. This webinar will provide two Ethics CE Units for ASPPA and NIPA members, ERPAs, JBEA, CPAs in CA and ORE and MCLE in CA and it is being submitted for CLE credit in Colorado.

Representation of employee benefit fiduciaries, sponsors, and plans presents an assortment of ethical issues for practitioners. How far is too far in helping a client weigh the costs and benefits of a certain course of action? Is it always appropriate to rely on client-provided information without asking questions? Can inaction in the face of questionable client conduct pose ethical concerns for practitioners? During this informative webinar, our speaker, Ilene Ferenczy will present actual scenarios and provide insight into identifying the ethical considerations at play and arriving at an appropriate course of action.

Cost: $50 for members, $65 for non-members. For those who cannot attend the live webinar broadcast, a recording of the webinar will be available within one week of the live webinar date. To register to receive a link to the webinar recording, just go through the regular registration process and a link will be sent to you via e-mail as soon as it is available. Please follow the link below to register using a credit or debit card. For group registration, please contact Kristen Sanchez directly at office@westernpension.org.