FPPTA Virtual Fall Trustee School

Intermediate CPPT: Sessions 22-24

Session Information

Speaker bios and presentation slides are in your study guide. 

Session 22
Chapter 112, 175, 185
Adam Levinson, Esq.
Klausner Kaufman Jensen & Levinson, PA

Session 23
Disability Process
Pedro Herrera, Esq.
Sugarman & Susskind, PA

Session 24
Investment Consultant Meeting Report
Greg White
Investment Performance Services, LLC



Important Notes

  • Speaker bios and presentation slides are in your study guide.
  • There will be a review session tomorrow morning at 10am. You will be sent your CPPT exam immediately following the review session. The exam is 100 multiple choice questions. You have 90 minutes to complete and submit your exam. You may refer to your study guide while taking the exam.
  • For general technical questions regarding today’s program please contact support@fppta.org. Please keep in mind there is nothing we can do to solve internet connectivity issues, firewall restrictions, and other issues that may arise due to browser settings or your work place’s filters and restrictions.
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