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Sessions | Instructor | Event Registration |

Event Information

SQ Personal Financial Planning Committee Discussion Forum | M2040820
Date: August 26, 2020
Event Start time: 12:00 PM   End time: 1:30 PM
Location: San Joaquin Valley

Facility: Virtual Meeting


Member:       $0
Nonmember: $0

CPE Credits:

Please join the San Joaquin Chapter Personal & Financial Planning Discussion Group for an informative roundtable discussion. We aim to continue our roundtable updates on the personal financial planning core service and how CPAs in California can provide preeminent and profitable personal financial planning services.
August topics: Payroll tax credit and PPP forgiveness. 

Level of Difficulty:

Field of Interest:


Designed For:
CPAs, Attorneys, EAs, Financial Professionals, accounting students and guests.

Event Notes:
To register a group, please contact program associate Karen Amestoy at
Zoom Conference details will be emailed to registrants the morning of the event, so please register in advance.