CalCPA Post-PFP Conference Session
Join your CalCPA peers for lunch and a post-conference workshop on Advising Clients Post-retirement during the AICPA Advanced Personal Financial Planning Conference. Whether your clients are fast-approaching retirement, thinking about postponing or already retired, Douglas Fletcher, executive coach and management consultant, will share strategies and tactics to help you guide clients through this important transition with particular focus on life after work and redefining retirement.
The special session will be held Wednesday, Jan. 21, 12:30–2:30 p.m.
Additionally, CalCPA members are being offered an additional $100 off the regular registration fee for the conference when you register by Jan. 11. You may register online or (888) 777-7077, using the coupon code “PEER.”
If you are planning to be at the AICPA Advanced PFP Conference in San Diego this month, sign up for the CalCPA complimentary 2-hour, post-conference workshop, on “Advising Clients Post-Retirement”. This is a special event, including lunch, that is only available to CalCPA members. This is just another way we add value by supporting you as you serve your clients.
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