We would like to thank all of you who attended our Fall 2023 seminars. Thank you for the ongoing support in making these seminars a success. Many of the regulatory updates we covered can be found in ourĀ 2023 Fall Newsletter.

Please contact one of our local consultants if you are interested in a seminar for your office, and look for our seminars we will be hosting in the future.

Our seminars provide Continuing Education Credits for CPAs, CFPs, EAs and Life Insurance.

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