My financial service office in San Ramon is a CE Service provider to the bay area CPA community. We provide weekly seminars/webinar for CPAs in the bay area. Contact Connie Dello Buono to get dates and times or call 408-854-1883

Business succession issues. Estate planning techniques. CPA helping business owners deal with things that matters to them the most, asset protection, exempt assets, and financial strategies to minimize taxes, reduce risks, leverage qualified retirement plans, decrease monthly business expense, and earn a good return to their liquid assets and long term assets. Financial tools and advisors accessible to their clients for wealth protection and accumulation to provide retirement income to last forever. And any topics you want to be included in the seminar designed for CPAs.

Min attendees: 25

Location: San  Ramon