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Ethics is interesting.
Ethics is fun.
Ethics is…two hours of CE you have to take.
Let’s be honest about it; we are talking about ethics, after all.
Might as well make the most of it? Our 100 minute seminar (equal to 2, 50-minute credit hours) will review ethical concepts along with some practical situations to discuss how the ethics rules apply, with the both humor and real world examples. We will help you to navigate the occasionally complex and confusing situations that present ethical dilemmas to help you understand the best strategies for developing an ethical resolution.
Topics will include:There are no prerequisites or other advanced preparation for this program. The speaker will assume that attendees understand the basics of operating 401(k) plans, and a minimum of one year of experience.
Level: Intermediate.
NASBA Field of Study: Taxes
Speaker: David Schultz, J.D.Objectives: After attending this seminar, attendees should be able to:
How to participate
You will need a phone (speakerphone, for multiple participants sharing the Primary registrant’s authorized connection) and Internet Access. The graphics presentation and illustrations will be viewed via the Primary registrant’s Web connection, while the speaker audio portion will be via the Primary registrant’s telephone. Important Note: The user registrant must be logged in via the internet for CE purposes. Select the "Fees" link on the right side menu of this page for more information about who is authorized to connect to the program, and for the cancellation/transfer policy.
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