CalCPA post-conference PFP session.

PositionCalifornia Society of Certified Public Accountants - Brief article

Join your CalCPA peers for lunch and a post-conference workshop on "Advising Clients Post-retirement' at the AICPA Advanced Personal Financial Planning Conference.

Whether your clients are fast-approaching retirement, thinking about postponing or already retired, Douglas Fletcher, executive coach and management, consultant, will share strategies and tactics to help you guide clients through this important transition with particular focus on life alter work and redefining retirement.

The special session will be held...

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