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 Financial Planner, Enrolled Agent, United States Tax Court Practitioner, and Accredited Estate Planner in Redwood Shores, CA. Mr. Pon has been in practice since 1986 and speaks regularly nationwide on tax planning and financial planning topics to tax professionals and financial advisors. Mr. Pon teaches Income Tax at the College of San Mateo.
Mr. Pon received his BS in Business Administration with emphases in Accounting and Finance from the University of California, Berkeley and MS in Taxation from Golden Gate University in San Francisco.
Date: February 22, 2024
Time: 1:30 pm -3 pm
Location: East Bay Rental Housing Assn, 3664 Grand Ave, Ste. B, Oakland.
Cost: Members: Free with RSVP
Non-members: $10.
RSVP: by Feb 20, 2024 to Jennifer Gee Cheung at [email protected] or Mary Geong at [email protected]