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THE HAPPY (LEARNING) HOUR
WINE & CHEESE EVENT

Estate Planning 101

What is an Estate Plan and How Do I Protect My Family?

The first Tuesday of every month 5:30-6:30 p.m.              
Asset Protection 101

How Do I Protect My Assets, Including Rental Property and Business?

The third Thursday of every month 5:30-6:30 pm.                

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The idea of our little guy having to grow up without us is unbearable.  So unpleasant that I avoided even thinking about a will.  Then I heard Paula at a moms’ group, sharing the scary... Royce and Dori Gough
El Dorado Hills, CA

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CPA TELECONFERENCE WITH 1 Hour of CPE Credit

We host a monthly teleconference in our office with nationally known retirement planning expert

Robert S. Keebler, CPA, MST, DEP. where attendees can earn 1 hour of CPE Credit.

 

This month's CPA teleconference on FEBRUARY 7 AT 3:00 - 4:30 p.m. will explore the basics of Non-Qualified Deferred Compensation (NQDC), including the types of NQDC plans, advantages and disadvantages, and the taxation of these plans.  This teleconference is relevant to not only CPAs but also financial advisors and other members of the wealth planning team as this is an area where the planning team must work together to implement the plan. The cost for the teleconference is $35 payable by VISA or MasterCard.

 

To register, please complete the information below: 

 

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