IRS Program Number: CZTXU-Q-00643-16-O
Webcast Outline: Click Here.
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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, record-keepers, financial institutions, financial advisors, broker dealers, and other service providers in the retirement services industry. Sarah earned her Certified Pension Consultant designation 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. Sarah is the author of the textbook Retirement Plan Consulting for Financial Professionals, and has worked with the NAPA Certified Plan Fiduciary Advisor (CPFA) task force and NAPA staff to create the content for the CPFA credential.
| Individual Viewer | Additional Viewers |
| ASPPA Member: $115 | ASPPA Member: $45 |
| Non-Member: $190 | Non-Member: $70 |
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Disclaimer:Statements and materials presented on American Retirement Association webcasts are solely the opinions of the speakers and do not represent the opinion or the position of the American Retirement Association. The American Retirement Association assumes no responsibility for the content and materials presented by speakers during the webcast.
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