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Focus 08: The Ethics of Retirement Plan Practice '14
Presentor: Derrin Watson Recorded Date: 5/12/2014 Duration: 60 Min.

This program was recorded during a live presentation on May 12, 2014 at 12:00PM EDT.

All sessions will be recorded and available for purchase. Due to the inability to track attendance, however, a Letter of Participation is not provided for recorded events.


Focused Topic 08: The Ethics of Retirement Plan Practice
Mondays with Derrin and Steve

This one-hour program examines several case studies which take a close and hard look at the decisions professionals face, and presents choices that are consistent with Circular 230 and other rules of professional practice. This presentation satisfies one hour of ethics or professional responsibility continuing education requirements.

Prerequisites: There are no prerequisites and no advance preparation required for this program.

Level: Overview

Instructional Delivery Method
Group – Internet-Based

Speaker – S. Derrin Watson, J.D., APM
Recipient of ASPPA's 2006 Educator of the Year Award

Objectives: After the seminar, attendees should be able to:

  1. Identify ethical conflicts
  2. Resolve those conflicts appropriately

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.

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.

Program Schedule (Eastern Time)
Monday, May 12, 2014
12:00 noon to 1:00 p.m. Eastern Time
(11:00 a.m. CT; 10:00 a.m. MT; 9:00 a.m. PT)

Program related requests, questions, or concerns may be e-mailed to: