February Seminar

February Seminar

What’s new with Retirement Plans from Secure Act 1 & 2? Inquiring mind wants to know! Come to our seminar to find out. Guest Speaker: Lawrence Pon CPA/PFS, CFP, EA, USTCP, AEP Mr. Pon is a Certified Public Accountant, Personal Financial Specialist, Certified...
March Seminar

March Seminar

We will be having our March Seminar on Thursday, March 23rd 2-4PM. This seminar will be hosted by Weiming Peng, Division Manager with Asset Preservation, Inc. He will be explaining the 1031 Exchange guidelines, updates, extensions, split treatments and more. Weiming...
October Seminar

October Seminar

When: 2pm to 4pm, Thursday, October 21, 2021 Where: Via Zoom meeting: Meeting ID#555-481-7247; Passcode: 5103181775 RSVP by e-mailing:[email protected] Event flyer:October 2021 Seminar