Audio/Web Conference: Life Insurance in a Retirement Plan: Why Now? Why Not?
CPE CE Credit Approvals
The recommended number of CPE credit hours is: 1
The Society of Financial Service Professionals is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.
The Society offers programs at intermediate to advanced levels of continuing professional education. Although no pre-requisite course or advanced preparation is needed to participate in any program, knowledge of, or experience in, the program topic is required.
The Society's Refund Policy states that a refund may be given in most circumstances, less a $50 service fee. For more information regarding administrative policies on complaints and refunds, please contact our office at (800) 392-6900.
The following State Boards of Accountancy will accept CPE credit from National Registry Sponsors:
There are no formal registration requirements for course providers in the balance of the states.
* You must participate in the live event to get the PACE, CPE and CFP credit.
This program is brought to you by the Society's Qualified Plans Section
Retirement Planning is one of the hottest financial planning topics being discussed. Learn how small business owners can maximize the accumulation phase of the retirement planning process through plan design and product offering options to ensure that the distribution phase begins when and how they want it.
Attendees will learn:
Cheryl Jorgenson, QPA, APA, QKA has thirty years in the pension industry, twenty-five with Lafayette Life Insurance Company, and is experienced in both the administration and marketing of pensions. She is currently the head of the retirement services department of Lafayette Life Insurance Company with both the administrative staff and the internal sales staff reporting to her. Cheryl has earned three pension designations: QPA and QKA from the American Society of Pension Actuaries and APA from the National Institute of Pension Administrators. She has spoken to numerous groups around the country including the National Institute of Pension Administrators national conference and the Life Office Management Association (LOMA) National Pension Conference. In addition, she participates on the Small Employers and Individual Pension Committee (SEIPC) of LOMA and is a past president