November Quarterly Education Meeting


8:30 am - 4:30 pm
Location: UC Irvine Student Center
A, 311 W Peltason Dr
Irvine, CA 92697

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