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.
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