Available until March 31, 2023
Speaker: Robert M. Kaplan, CFP, CPC, QPA, QKC, QKA®, Director of Technical Education, American Retirement Association
Description: As a member of the American Retirement Association, you are subject to the association’s Code of Conduct. We’ll provide highlights of the code that every member should be familiar, along with some real-life situations that require you to apply those ethical standards. How would you respond? How should you respond? Join us for a look at ethics and how they pop up in all types of situations.
Learning Objectives
- Review the Code of Conduct for the ASPPA and the American Retirement Association.
- Identify situations that can require decisions that will apply the Code.
- Learn the implications for not adhering to the Code.
Registration Link:
On-Demand Webcast is Available Until: March 31, 2023
Registration Information:
- Each viewer must have their own registration for each event and access it through their own device in order to receive continuing education credit.
- Live webcast registration does not provide access to the on-demand version.
- Registration for On-Demand webcasts includes unlimited viewing of the webcast recording, webcast outline, and any additional presentation materials for 180 days following the registration date. Recordings are available one week after the live webcast takes place.
- To receive continuing education credit for the On-Demand webcasts, viewers must pass a brief quiz following the recorded session.
Continuing Education Credit (On-Demand): 1 ASPPA Ethics, 1 NTSA Ethics, 1 NAPA Ethics, 1 JBEA Core, 1 JBEA Ethics
About the Speaker: Bob Kaplan joined the American Retirement Association (ARA) as director of technical education in 2017. Bob’s responsibilities include updating existing ARA educational material and serving as a subject matter expert for new ARA programs. He is a frequent speaker at ARA conferences. Bob was previously a co-chair of the ASPPA Government Affairs Committee and a member of ASPPA’s Leadership Council. He also previously served as a on the Board of Managers of the American Institute of Retirement Education (AIRE) as well as the Board of Directors of the National Institute of Pension Administrators (NIPA). Bob has provided testimony before the U. S. Treasury Department on 401(k) issues and other retirement plan issues, and has more than 40 years of experience in retirement plan services, including plan design, administration, sales, and consulting.
General Webcast Information
How to Access Webcast: All live and on-demand webcasts will be accessible directly through your Learning Activities.
Paying Online Using a Credit Card: Please use the On-Demand registration button above to purchase using a credit card only. Email confirmations will be sent immediately after purchase.
Paying a Different Way: Download the webcast registration form and either:
- E-mail: Send your registration form(s) and credit card information to [email protected]
- Fax: Fax your scanned registration form(s) and credit card information to 703-516-9308
- Mail: American Retirement Association, PO Box 34725, Alexandria, VA 22334-0725
- Express/overnight deliveries: American Retirement Association, 4401 North Fairfax Drive, Suite 600, Arlington, VA 22203
Note: Make checks payable to the American Retirement Association. To prevent duplication of payment, please select only one method of registration. Once your registration is processed, you will receive an electronic registration confirmation to the e-mail address listed on your registration form.
Group Discounts: For details on Webcast packages or any additional training package offerings, please contact Tiffany Hanks, Director of Education Sales [email protected]. You can also find more information on webcast pricing package page.
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: 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.
Questions? Please reach out to our Customer Care team [email protected]