Wednesday, May 20, 2015
1:30 p.m. - 2 p.m. ET
Speaker: Sarah Simoneaux, CPC
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Check back soon for the webcast outline!
Lots of advisors claim to be retirement plan experts – with NAPA’s new CPFA credential you can prove it.
REGISTRATION
Registration Deadline:
Live – 05/20/2015
Recorded – 05/20/2016
CONTINUING EDUCATION INFORMATION
No CE credits are available for this webcast.
GENERAL INFORMATION
Cancellation Policy
All Webcasts are non-refundable. If you have registered for the live Webcast and are unable to attend, please email [email protected] and request to transfer your registration to the recorded version. This request must be made before the live Webcast takes place.
Disclaimer
The statements and materials presented on NAPA webcasts are solely the opinions of the speakers and do not represent the opinion or the position of NAPA. NAPA assumes no responsibility for the content and materials presented by speakers during the webcast.
ABOUT THE SPEAKER
Sarah Simoneaux, CPC
Sarah Simoneaux is a founding partner of Simoneaux & Stroud Consulting Services. SCS specializes in strategic planning, business consulting, qualified plan technology consulting, retirement plan services firms’ best practice development, and qualified plan technical and soft skills training. SCS’ nationwide customer base includes third party administrators, recordkeepers, financial institutions, financial advisors, broker dealers, and other service providers in the retirement services industry.
Ms. Simoneaux earned her Certified Pension Consultant designation with the American Society of Pension Professionals and Actuaries (ASPPA) in 1988, and she served as President of ASPPA in 2005-2006. She was the Technical Education Consultant for the Enrolled Retirement Plan Agent (ERPA) education program and was an ASPPA Educational Programs Advocate. She is the author of the textbook Retirement Plan Consulting for Financial Professionals. She worked with the NAPA Certified Plan Fiduciary Advisor (CPFA) task force and NAPA staff to create the content for the CPFA credential. She is a regular columnist in ASPPA and NAPA publications, and co-authors a quarterly column in The Journal of Pension Benefits on retirement organizations’ best practices.”
QUESTIONS
Registration and General Questions
ASPPA Customer Support
703.516.9300
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