Ethics for Financial Service Professionals

January 22, 2013 at 8:04 pm Leave a comment

The IRS will be hosting a phone forum next month regarding professional ethics for retirement plans.  I encourage everyone to sign up at http://www.irs.gov/Retirement-Plans/Phone-Forums-Retirement-Plans. Free CPE is also available. In addition, they love to receive questions so even if you cannot attend, I encourage you to send your questions to them for discussion.

Thanks for reading and have a wonderful day!   Please be sure to sign up for my blog and follow me on twitter @ChristineGurney.

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Social Security Changes Reporting Designated Roth Conversions

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Christine Gurney

A pension professional who shares her thoughts and ideas about the pension world for industry members and anyone else interested.

@ChristineGurney

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