The Governing Board of Western Pension & Benefits Council invites you to the attend the following webinar:

Ethics Webinar
Can Our Personalities Give Us Insight Into Potential Challenges?

Wednesday, July 10, 2024
12:00 PM to 1:40 PM PDT (100 Minutes)

Bill Presson, Kelly Burnett, Monica Martinez
Pinnacle Plan Design

Continuing Education Credits Available!

Presentation Description

Can your personality “type” impact your ethics? Can you overcome obstacles to make the right decision? In addition, we’re all likely subject to rules of conduct under Circular 230 or ASPPA or your own firm. We’ll use case studies to help make ethics fun! 

Learning Objectives

• Identify situations that can require decisions that might test your ethics.
  
• Review the implications for not adhering to an ethical standard.
  
• Reflect on how you would handle difficult ethical decisions.
  

Bill Presson

Bill joined Pinnacle Plan Design in May 2021. PPD needed a dinosaur with a couple different areas of expertise, and he’s lived long enough to acquire a few. He has extensive and versatile management experience with a professional history in trust services, business development, and retirement plan consulting. During his career, he has started and sold his own TPA practice, helped start and grow what became a national trust company, and led the TPA operations for two large firms. Bill and his wife, Terri, live in the Birmingham area and their two grown children (and a grandson) live close by. 

Professional Affiliations/Recognitions 

• Enrolled Retirement Plan Agent, Qualified Pension Administrator, and Qualified 401(k) Administrator
• American Society of Pension Professionals and Actuaries, Former Leadership Council Member, Committee Member and Speaker
• ASPPA Benefits Council of Greater Cincinnati, Co-founder
• United States All Star Federation for Cheer and Dance Teams, Hall of Fame Member 

Kelly Burnett

Kelly’s designations include Enrolled Retirement Plan Agent, Accredited Pension Administrator, and Accredited Pension Representative. She recently joined Pinnacle Plan Design in October of 2023. She has an abundant knowledge in all plans, small to large.  She lives in Colorado and in her spare time likes to hike, cook and go to concerts with her adult daughter.

Monica Martinez

Monica A. Martinez has over 29 years employee benefit plan-related experience, with an emphasis on defined contribution plans. Monica joined Pinnacle Plan Design as Plan Consultant in November of 2014.  She works closely with employers to ensure that their retirement plan operates smoothly.  She is Enrolled Retirement Plan Agent (ERPA) and has the Qualified Plan Administrator (QPA)  designation through the American Society of Pension Professionals & Actuaries (ASPPA).   Monica also serves on the Board for the Phoenix chapter of Western Pension & Benefits Council.

Continuing Education

• 2 hours CE for AIF (pending)
• 2 hours CE for CEBS
• 2 hours CE for CFP (pending)
• 2 hours CE for ERPA
• 2 hours CE for JBEA
• 2 hours CE for ASPPA
• 2 hours CPE for NIPA
• 2 hours CE for CRPS
• 2 hours CEP for California CPAs 
• 1.5 hours of California MCLE 

A Special Thank You to Our Sponsor

Sincerely,

Bridget Davidson 
Webinar Coordinator | Western Pension & Benefits Council 
(503) 866-6384 Mobile
PO Box 2023 | Gresham, OR 97030 
webinars@westernpension.org  |  www.westernpension.org

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