Ethics – A Practical Approach

The Governing Board of

WP&BC presents

ONLINE WEBINAR: 

 Ethics - A Practical Approach  

Lynn M. Young, EA, FSEA,
Partner / Consulting Actuary
Pinnacle Plan Design, LLC

and 

Andrew Forgave, EA, MSEA, FCA
Enrolled Actuary 
Pinnacle Plan Design, LLC

Tuesday, July 19, 2022 

Continuing Education Credits Available! 

The Presentation

When thinking of an ethical dilemma, do you hear yourself say it was a business decision? Can one have a different set of personal standards than their business standards? 

Learning Objective:

• This sessions will delve into how we arrive at decisions and strategies one can take to approach ethical dilemmas. We will look at practical applications of the code of conducts we are subject to, along with the JBEA regulations and Circular 230.   
  

Our Speakers

Lynn M. Young, EA, FSEA,
Partner / Consulting Actuary 
Pinnacle Plan Design, LLC 

Lynn M. Young is a partner of the firm and is an enrolled actuary with over 38 years experience in the consulting and administration of qualified defined benefit, cash balance, and defined contribution plans. As an enrolled actuary, Lynn specializes in actuarial consulting and third-party administration of defined benefit retirement plans. Lynn is the Past-President of the American Society of Enrolled Actuaries (ASEA, formerly ACOPA). Lynn, along with her fellow actuaries at Pinnacle, authored the 2016-present Editions of the Defined Benefit Answer Book, published by Wolters Kluwer.

Andrew Forgrave, EA, MSEA, FCA

Enrolled Actuary
Pinnacle Plan Design, LLC 

Andrew Forgrave is an Enrolled Actuary with over 20 years of experience in the consulting and administration of qualified defined benefit, cash balance, and defined contribution plans. Andrew, along with fellow actuaries at Pinnacle Plan Design, co-authors the Defined Benefit Answer Book, published by Wolters Kluwer. Andrew earned a Bachelor of Science in Mathematics from Brigham Young University.

Continuing Education:

• 2 CE for AIF 
• 2 CE for CEBS
• 2 CE for CFP 
• 2 CEC for ERPA 
• 2 CEC for JBEA
• 2 CPE for ASPPA certifications
• 2 CEC for NIPA certifications
• 2 hour for California CPAs 
• 1.5 hours of California MCLE
• 2 CEC for CRPS