We aspire to provide you sound advice by keeping ourselves informed of financial and industry innovations and maintaining our professional training. We continue to collaborate, share industry trends and host educational seminars with your CPA and legal professionals. Our upcoming events and educational sessions are listed below. Please let us know if you are interested in joining us for an events, we would be happy to add you to our guest list.
More events are on the way! Check back soon for more information.
November 3, 2020
11:00a - 12:00p
Webinar: CPE/CPA CP (NASBA) Group Live Presented online due to Covid-19
CPAs earn 1 CPE credits Join us to discuss some of the most common issues your clients may face in retirement, along with resources to make your job easier as you help your clients work toward a wealthier and healthier future. We will review relevant information on Social Security, healthcare, estate planning, and aging. CRN202210-272602
October 21 - October 22, 2020
5:00p - 12:00p
Extended Care is a life changing event that can have long term consequences. Join us for a webinar discussion on the options available to plan for an extended care event. October 21st at 5pm or October 22 at noon. CRN202209-270615
October 1, 2020
4:30p - 5:30p
webinar link will be provided after registration
Do you have a will? If so, when was it last updated? Will your estate go through probate? Is a trust right for you? Do your beneficiary designations align with your wishes? Join us as we review essential estate planning tools, strategies and tax fundamentals. CRN202206-266376
June 30, 2020
3:00p - 4:00p
This webinar will review some of the most common questions people have about Social Security Program Participants will learn some fun facts about social security and a better understanding of Social Security retirement benefits. The information in this presentation reflects: Social Security law and regulations Social Security today Social Security and taxes Important filing considerations CRN202103-245028
June 10, 2020
12:00p - 1:00p
Zoom online Webinar
Join us as we review options available to you when you leave an employer, The retirement risks, rollovers, tax implications and strategies.
April 16, 2020
10:00a - 11:30a
Zoom online meeting webinar
Join us for an educational session and Q&A focusing on The essentials of how the SECURE Act and CARES Act relate to your clients as well as Roth conversion opportunities in this new environment
May 22, 2019
Our Spring CPA Workshop was well attended and addressed the needs of older clients - estate planning issues and the challenges they may face without certain legal documents in place. It also provided insight about the Long Term Care environment, the role that Medicare and Medicaid play as well as addressing how you or someone you care for can benefit from the services of a Geriatric Care Manager.