Ethics 2015: Circular 230, Professionalism and Case Studies

It’s in a retirement practitioner’s interest to follow ethical practices. To help in doing so, one needs the ability to professionally and ethically deliver service to clients — and an understanding of Circular 230 doesn’t hurt, either.

In “Ethics 2015: Circular 230, Professionalism and Case Studies,” William C. Grossman will provide an overview of Circular 230, as well as a discussion of professionalism in the electronic workplace of 2015. He also will present interactive case studies based on calls and e-mails from clients and discuss how the ASPPA Code of Conduct applies to the scenarios presented.

Webinar attendees will learn:

• how Circular 230 applies in the real-life case study scenarios;

• how ASPPA’s Code of conduct applies in different ethical situations; and

• what an employer and an employee must keep in mind about ethical professionalism in the electronic age of computer work and social media.

For more information and to register for this webcast, click here. And for more information on other upcoming and on-demand webcasts, click here.