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Just for ERPAs Workshop
Orlando, FL - 2/5/2019 - 2/5/2019

Workshop Location
Hard Rock Hotel® at Universal Orlando®
5800 Universal Boulevard
Orlando, FL 32819-7888
Phone: 407.503.7625

Online registration is now open. Early fee extended until January 18, 2019!

Enrolled Retirement Plan Agents (ERPAs) include some of the nation’s most experienced and knowledgeable retirement plan practitioners. This one-day Just for ERPAs Workshop can enhance an ERPA’s skills in dealing with the trouble spots of modern practice, with the level of advance knowledge ERPAs bring. Earn up to 8 hours of ERPA credit, including 2 ethics hours. With the end of the ERPA conference cosponsored by the IRS, this seminar is more important and timely than ever, offering a unique opportunity for ERPAs to meet with each other and refine their knowledge on some of the most important topics facing practitioners today.

The workshop focuses on the things you need to know so that you can effectively assist your clients. Our instructors are experienced ERISA attorneys who know the ropes and are experts in making the processes easy to understand and apply. This program is conveniently paired with our popular Advanced Pension Conference on February 6-8, 2019. Register for both the APC and the ERPA Workshop, and pay only $250 for the Workshop, a $200 saving. To take advantage of this offer, you must use the APC registration form. View the APC details and online registration.

Speakers: David Schultz

Continuing Education: Workshop attendees may earn up to 8 hours of ERPA credits including 2 hours of Ethics credits.

Who Should Attend: The program is designed for Enrolled Retirement Plan Agents (ERPAs) and others authorized to practice before the IRS, such as attorneys and CPAs, the program is focused on ERPAs and the things they can do as a result of their enrollment with the IRS.

Program level: Intermediate to advanced

Pre-requisites: There are no prerequisites and no advance preparation is required for this program. The speakers assume that attendees have a minimum of two years of experience.

Advanced preparation: None

Delivery method: Group-live presentation

NASBA Field of Study: Taxes and Regulatory Ethics