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Events

Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to our clients. Along the way, we like to have some fun, too. If any of the events below look interesting, please give us a call. We’ll be happy to add you to our guest list.

 

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

June 6, 2020

10:00a - 12:00p

Berkeley Adult School

May 19, 2020

6:00p - 8:00p

Berkeley Adult School

April 11, 2020

1:30p - 3:30p

Berkeley Adult School

March 31, 2020

6:00p - 8:00p

Berkeley Adult School

February 25, 2020

6:00p - 8:00p

Berkeley Adult School

February 1, 2020

10:00a - 12:00p

Berkeley Adult School

January 14, 2020

6:00p - 8:00p

Berkeley Adult School

January 11, 2020

10:00a - 12:00p

Berkeley Adult School

January 9, 2020

6:00p - 8:00p

Berkeley Adult School

January 6, 2020

6:00p - 8:00p

Berkeley Adult School

December 11, 2019

9:30a - 10:30a

Social Security Planning for CPAs

Earn One CPA CEU BPM CPA 2001 N. Main Street Suite 360 Walnut Creek, Ca 94596

January 15, 2019

6:00p - 8:00p

Berkeley Adult School

Savvy IRA Planning

Savvy IRA Planning

January 12, 2019

10:00a - 12:00p

Berkeley Adult School

Savvy IRA Planning

Savvy IRA Planning

January 9, 2019

6:00p - 8:00p

Berkeley Adult School

Investment Basics

Investment Basics

Event Registration


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