Events

Estate planning professionals, in an honest and zealous attempt to give their clients the best possible service, sometimes get tripped up by ethics rules. A service provider who has a solid understanding of the applicable rules and engages in more than momentary reflection on the situation at hand before acting can avoid ethics rules violations, and possible civil liability, without ...

Estate planning professionals, in an honest and zealous attempt to give their clients the best possible service, sometimes get tripped up by ethics rules. A service provider who has a solid understanding of the applicable rules and engages in more than momentary reflection on the situation at hand before acting can avoid ethics rules violations, and possible civil liability, without ...

Do you want to learn more about the retirement plan advisor position and the active role that advisors should play with participants? Join us to discuss: Importance of retirement plan advisor role Current industry trends on educating and advising plan participants What employees most appreciate from the employee-plan provider relationship Select in-person or virtual participation during registration. About Retirement Plan ...