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Documents Executive Order #38 Issues & Guidance Fred M. LaMarca CPA, CFP® Zoltan Kemeny, CPA.

Slide 1Executive Order #38 Issues & Guidance Fred M. LaMarca CPA, CFP® Zoltan Kemeny, CPA Slide 2 The EO 38 regulations are designed to place limits on Administrative…

Documents Michael Seereiter Director of Planning, NYS Office of Mental Health and EO #38 Implementation Lead.....

Slide 1Michael Seereiter Director of Planning, NYS Office of Mental Health and EO #38 Implementation Lead 1 Slide 2  EO 38 Language  Status of Regulations  Key Elements…

Documents FEE DISCLOSURE Marcia S. Wagner, Esq.. 2 1. 408(b)(2) Disclosures 2. Fee Disclosures to...

Slide 1 FEE DISCLOSURE Marcia S. Wagner, Esq. Slide 2 2 1. 408(b)(2) Disclosures 2. Fee Disclosures to Participants Slide 3 3 When Are Service Providers Conflicted? Plan…

Documents Orientation to Executive Order 38

Executive Order #38 Orientation to Executive Order 38 Michael Seereiter Director of Planning, NYS Office of Mental Health and EO #38 Implementation Lead 1 1 EO 38 Language…