EDUCATION SERIES | OCTOBER PROGRAM

TUESDAY, OCTOBER 15, 2024 
VIRTUAL ONLY

9:00 AM  What to Expect from a Retirement Plan Investigation
                Scott Campbell | US DOL, Employee Benefits

Synopsis
                The program is designed to provide an overview of EBSA investigative process. The presentation will outline the potential fiduciary issues and the remedies available to ensure compliance. In addition, the voluntary fiduciary correction program, which encourages self-compliance will be discussed.

10:00 AM  Understanding Social Security
                  Robert Fenn | Social Security Administration

Synopsis

“Clients can never be too early or too late when it comes to planning for retirement. There are many factors to consider when making that monumental decision and one of them is Social Security.
This session/webinar will provide details not only on the retirement program but will cover the filing options when it comes to spouses and divorced spouses’ benefits, key factors to consider when determining the right time to file, how a person can work and collect benefits at the same time and how and when to file an application.”

Attending/Location

Virtually: Zoom
                Details will be provided during the registration process

Program Fees

• Virtual
• • Members: $0.00 
  • Nonmembers: $50.00
  • • Choose Nonmember In Person $50.00 when submitting payment online

Continuing Education

Programs are submitted for 2 of the following continuing education credits: insurance, CFP, and legal.  Accounting and PRP are self-reporting.

NOTE: You are required to answer all poll questions to receive credit. Partial credit cannot be granted for insurance or CFP.