As an encore to last year’s Ethical Survivor presentation, Rob Kaplan and Peter Gulia will bring back reality television with this highly interactive session. Modeled after television’s The Masked Singer, masked retirement plan experts will respond to not-so-hypothetical ethical scenarios, leaving the audience guessing on the identity of the experts and thinking about ethical reasoning. Rules covered include the ARA Code of Professional Conduct, the IRS’s Circular 230, and rules for actuaries, accountants, attorneys, and financial planners and analysts.
One hour continuing education credits approved - ASPPA, JBEA (Ethics Core), ERPA, PACLE, NJCLE and CFP
