INDIANA CERTIFIED EMPLOYEE BENEFIT SPECIALISTS – Indianapolis, IN; and ASPPA BENEFITS COUNCIL OF NORTHERN INDIANA – Fort Wayne, IN
Ilene Ferenczy travels to central Indiana for two full-day training sessions to practitioners of two different professional organizations in mid-August. On August 15, she will be in Indianapolis speaking to the CEBS group, and on the following day she will be in Fort Wayne to address the ABC members there. Her topics for both sessions will be: “Keeping Current: Washington Update,” “Ethics,” “Covering Coverage – From A to Z,” “Controlled Service Groups,” and “Automatic Enrollment: The Not-So-Easy Button.” Seven hours of CE credit will be available to participants in both sessions.
FIS ADVANCED PENSION CONFERENCE – Chicago, IL
Early registration fee is available until Aug. 17! See the link at the bottom to register.
During September 5-7, Ilene Ferenczy will be one of the main presenters at this semi-annual conference. Two of the sessions will be conducted by Ilene alone, “Whoops, They Did It Again! Correcting the Errors Clients Make Again and Again,” and “How to Keep Your QDRO From Becoming a QUAD-DOH!” Two will be co-presented. Those topics for this fall’s training will be: “Keeping Current” and “Fiduciary Regulation Update.” In addition, Ilene will once again participate on the “Ask the Experts” panel and be a participant in the ever-popular “Pension Jeopardy” contest.
Click here to register: https://www.relius.net/Events/seminardetail.aspx?CID=27149
On October 3rd, ASPPA will be hosting a one-hour webcast for the national membership. Ilene Ferenczy will present “3(16) Services: Should I or Shouldn’t !?” For more information and to register, go to ASPPA’s website, www.asppa.org.
ASPPA ANNUAL CONFERENCE – National Harbor, DC
Ilene Ferenczy and Alison Cohen will attend this annual national conference during October 21-24. Ilene will present a session on “Limiting Your Business Liability,” and two sessions on EPCRS: “EPCRS Self- Correction Case Studies – Part I” and “EPCRS Self- Correction Case Studies – Part II.” In addition, Ilene will be a panelist in the “Ask the Experts” session. Alison will be presenting “Ethics: Doing What’s Right Even When It’s Tough.” Alison and Ilene will both participate in the always popular “Current Events” session featuring a host of pension notables in the format of “Hollywood Squares.
Ilene will also stayed on at National Harbor after the conference to attend a national meeting of the NAACI.
ASPPA BUSINESS COUNCIL OF THE GREAT NORTHWEST – Seattle, WA
Ilene Ferenczy travels to Seattle on November 8th to present three sessions during a full-day workshop for the regional members. She will do a two-hour session on “Ethics,” and one-hour sessions on “Litigation Updates” and “State of the Retirement Industry.”
ASPPA REGIONAL CONFERENCE – Cincinnati, OH
The annual Cincinnati conference will be held this year on November 11-12. Ilene Ferenczy will again be one of the speakers and will be presenting “What TPAs Can Learn from ERISA Litigation,” and “Expanding Your Horizons: Best Practices-Idea Sharing at its Finest.” In addition, she will be a panelist during the “Ask the Experts” general session.
DC-2 TRAINING WORKSHOP – Atlanta, GA
On November 15-16, Alison Cohen and Ilene Ferenczy will be co-teaching an intensive two-day course designed to prepare attendees to take the DC-w exam. Further information and registration details will be available at a later date.