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Join CalCPA on January 22 for their inaugural Advi$or: Personal Financial Planning Virtual Conference, where they’ll cover the impact of the election, COVID-19 and natural disasters on the PFP industry. Additional topics include: • Communicating with Clients in a Virtual World • Eldercare Issues and Longevity Planning • Generational Impact on Clients and Succession • And more!
Designed for: CPAs, CFPs, attorneys and other financial advisers who offer, or desire to offer, financial planning services.
Prerequisites: Basic to advanced knowledge of taxation and income tax planning for individuals and businesses.
Developer: CalCPACPE Credits: 8Area of Study: TaxesInstructors: Samuel Adams; Robert M. Birgen, CFP, PFS; Glenn Steven Freed, CPA; Mitchel Freedman, CPA, PFS; Jonathan C. Luris, Esq.,Esq.; Sheryl Lisa Rowling, CPA; Theodore J Sarenski
3100 South Columbia RoadSuite 500Grand Forks, ND 58201
(701) 775-7111or (877) 637-2727 Email: firstname.lastname@example.org