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CPA Webinar

Our co-founder, Brian Carney, is hosting a CPA webinar on Thursday, October 21st. The topic of this webinar is "Helping Business Owners Choose the Perfect Retirement Plan". Use this link to register for the webinar. 

Comments from attendees of our last CPA webinar: 

Kate Dohn - “Great information and laid out in a clear and understandable manner!”

Fabian Smith - “The presenter was extremely knowledgeable and engaging. He presented the information in an understandable manner and provided relevant examples that added presentation. It was an extremely well done and timely topic.”

Paula Monks - “Excellent presentation. The instructor is a clear communicator, and you will finally understand the differences between SIMPLEs, SEPs, 401Ks and Pension Plans.”