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!
Understand the latest on regulatory requirements, investment strategies and theories in a changing environment. Learn how to leverage various tools and techniques to better serve your clients.
CPAs, CFPs, attorneys and other financial advisers who offer, or desire to offer, financial planning services.
Basic to advanced knowledge of taxation and income tax planning for individuals and businesses.