November Quarterly Education Meeting
Cost: $30 Members, $160 Non-Members, and FREE for first time visitors
Lunch and parking are included.
We anticipate offering CFP CE and CPA CPE.
Scheduled Speakers Include:
- Richard J. Capalbo, Principal, Richard Capalbo Enterprises LLC, How to Excel in the Securities Business
- Valerie Bath, President, Cultural Business Consulting, Bridging the Cultural Divide
- Gabriel Torre, CPA, Partner, Squar Milner, Tax Update
- Succession Planning Panel
- Platinum Partner Brown & Streza