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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 Wednesday of every month 5:30-6:30 p.m.              

Allison Consulting helped us create our family trust last year and we could not be happier with our experience and the results.  Clark and Paula made this complex task easy, and... Jim and Michelle Rademann
Folsom, 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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