CPA Series Workshop

A one-day continuing education workshop for CPAs, Thursday, August 22

Check in & continental breakfast, 7 - 8 am
Workshop, 8 am - 4 pm
Cost: $149, includes refreshment breaks and lunch

Current Topics in Taxation and Personal Financial Planning: Bringing New Solutions to Your Clients

This day-long program is ideal for Certified Public Accountants and all financial professionals who need continuing education to meet licensing requirements as well as other professionals. Meet your professional licensure requirements as you join other business professionals for this important and relevant program led by a nationally recognized expert. Come and earn continuing education credits. A total of 8 hours of CPE is available, including (1) hour of ethics.

Topics to be discussed include:

  • Best Practices for Qualified Retirement Plans
  • S Corp v. LLC
  • Strategies around drawing social security benefits
  • Personal Financial Planning


Other workshop dates:

  • September 13
  • November 14

For more info, visit, call 893-7825 or email