Serving Our Community

Five chapter members served as financial advisory panelists at the Worldwide ERC Conference May 15. Worldwide ERC is a workforce mobility association for professionals who oversee, manage or support U.S. domestic and international employee transfer.

Panelists included: Irving Eisenberg, CPA/PFS, the Wealth Manager Group; Lawrence Kaplan, CPA and attorney, Solomon Ward Seidenwurm Smith; Joseph Forlenza, CFP, CPA, CRPC and financial adviser, Ameriprise Financial Services; Marleen Thudium, CPA/PFS CLU, Willow Brook Financial Services; and Leonard Wright, CPA/PFS and chair of the CalCPA Personal Financial Planning Committee.

These individuals covered a broad range of topics, including investments, estate planning, insurance and divorce, with a special emphasis on individuals who might be relocating to a different city. Special thanks to our colleagues for representing us well!

This entry was posted on Tuesday, May 26th, 2009 at 2:09 pm and is filed under Chapter News. You can follow any responses to this entry through the RSS 2.0 feed. You can leave a response, or trackback from your own site.