Training Seminars - August 3rd & 18th SEMINARS
“Retirement Plan Basics – Update 2010” (July '10)
Press and Media - We just renewed our CEFEX ASPPA Certification- Why should you care? (May '10)
Advisors Corner – Why You Want ACI On Speed Dial (July '10)
Action Items – 24 The Non-fiction Version (May ‘10)
Legislative Updates – Funding Relief for Defined Benefit Plan Sponsors (July ‘10)
Legislative Updates – IRS Questionnaire (May ‘10)
Legislative Updates – Changes to EFAST2 (May ‘10)
Legislative Updates – EFAST2 Presentation (Power Point) (May ‘10)
Employee Benefit News – “Hope is not a strategy – Thinking differently about 401(k) matching contributions” (October ‘09)
Torrance Area Chamber of Commerce Magazine – “The Entrepreneurial End Game” (October ‘09)
Presenting “The Color of Retirement Plan Money” for the Cal CPA Education Foundation’s 2010 Retirement Plans Conference (June 2, 2010 in Los Angeles) & (June 3, 2010 in San Francisco)
Speaker at the Western Pension Benefits Conference presenting “Hey buddy can you lend me a dime?” on loans (July 20, 2010)
Valley CPA Presentation – (January ’10)