PRESENTS OUR 27th ANNUAL SEMINAR
A REVIEW OF QUALIFIED RETIREMENT PLANS UNDER CURRENT LAW
Click here to view our Newsletter & Invitation.
This complimentary seminar is designed for accountants and financial advisors. Continental breakfast, training materials and 2 hours continuing education credit for CPAs, CFPs, EAs and CA Life Insurance are included. All Seminars are from 9:00 – 11:00am. This event also serves as a great opportunity to invite any business partners to attend.
To self-register please click on your chosen location below or contact Jessica Tercero at email@example.com or 916-638-5700