Ethics: The Fun Way! (yes, there is a fun way)

You know you need it. You know you’ll enjoy it. And Alison and Ilene are here to deliver the goods….and laughs. Listen to the ethical tales as told by Ilene and Alison – and reenacted by you, the audience.  You won’t get SAG credits, but we’re all here to have fun. It is important that we remind ourselves of the IRS Circular 230 and designation organizations’ ethical requirements, so that when that awkward moment arises, we know what to do instinctually. Join us for a laugh and get your ethics credits knocked out.  Lunch will be served!!

CE: 2 hours of CE will be provided!!

Date and Time – 12 noon – 2pm

Location – The Capital Grille, Dunwoody Location, 94 Perimeter Center West, Dunwoody, GA 30346

Cost:  Members $25  / $50 Non-Members

About Our Speakers:

Ilene H. Ferenczy, J.D., CPC, APA, is the managing partner of Ferenczy Benefits Law Center LLP, an employee benefits law firm in Atlanta, GA. Ms. Ferenczy advises clients on all types of employee benefit plans, particularly focusing her practice on qualified retirement plans, benefits issues in mergers and acquisitions, and advising third-party administrators of employee benefit programs on technical and practice issues. Having become an attorney after more than ten years as a third-party administrator, she brings a unique and practical approach to her advice. She is a member of the State Bars of Georgia and California, and holds designations as a Certified Pension Consultant from the American Society of Pension Professionals and Actuaries (ASPPA) and Accredited Pension Administrator from the National Institute of Pension Administrators.

Alison J. Cohen, JD is a Partner with Ferenczy Benefits Law Center in Atlanta, Georgia where she advises clients on many issues related to qualified retirement plans, including design, mergers and acquisitions, audits, and operational issues. Alison commonly works with clients that have operational issues to guide them through the Internal Revenue Service (IRS) and/or Department of Labor (DOL) corrective programs, prepare corrective filings, and prepare and support clients through an audit conducted by the IRS and/or DOL. Alison is a member of the Georgia and California State Bars. Prior to joining Ferenczy Benefits Law Center, Alison worked at a large bundled service provider for nearly 16 years as an Associate Vice President, Compliance Manager and Regulatory Liaison. As part of her responsibilities there, Alison served as a national speaker on audit and correction issues. She served on the Employee Plans Subcommittee of the IRS Advisory Committee on Tax-Exempt and Governmental Entities (ACT).

ponsors – Thank you to our Platinum Sponsors for this Event: