DOL Fiduciary Standards – What Do They Mean to You (Personal Financial Planning Conference)

ON-DEMAND

Online

1-Other
CPE Credits

Sit back and click play!

Hear Geoffrey M. Strunk, Esq speak about the following:

  • Different types of Employment Retirement Income Security Act (ERISA) fiduciaries
  • General ERISA fiduciary responsibilities and liabilities
  • How to advise your clients about ERISA fiduciary liability
  • How an accountant may become an ERISA fiduciary in relation to a client's retirement plan

Registration

PICPA Member: $29
Nonmember: $39

More Information

Course No. ON-DEMAND

Level: Update

Prerequisites:

  • None

Notes

You will have up to 90 days after the date of purchase to complete the course and take the exam.

Speaker(s)

Geoffrey Strunk

Principal
Law Offices of Geoffrey M. Strunk LLC