Insulating your Assets from Lawsuits (CE Credits for CPAs and Attorneys) You and your clients don't want to wind up in the position to say bye bye to your life's work. This presentation will focus on methods to prevent your personal assets from being taken by others. Please join us on Wednesday, October 24, 2018 […]

CalABLE Act (CE Credits for CPAs and Attorneys) For many Californians with disabilities, maintaining eligibility for public benefits and saving for long-term financial security are mutually exclusive. The ABLE Act will change this for Californians by providing greater financial security. Please join us on Wednesday, October 31, 2018 at 12:00pm for a special workshop on […]