We would like to thank all of you who attended our Fall 2025 seminars. We are excited to have had over 500 Advisors and Accountants register across Northern California, Southern California, and Reno. Thank you for your ongoing support in making these seminars a success.
Many of the regulatory updates we covered can be found in our 2025 Fall Newsletter. Please contact one of our local Consultants if you are interested in hosting a seminar for your office.
We look forward to hosting our annual seminars again in the Fall of 2026.
Continuing Education Seminars
Our seminars provide Continuing Education Credits for CPAs, CFPs, EAs and Life Insurance.

Contact one of our Consultants for a private seminar. Recent meetings include:
- Financial Planning Association
- San Francisco Bar Association

