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CPE Seminar for Tax Professionals

  • Thursday, June 01, 2023
  • 11:00 AM - 1:30 PM
  • 530 W. Bonita, San Dimas CA 91773
  • 10 registrants
Registration is closed


Thursday June 1, 2023 11:00 AM - 1:30 PM

Event Location

Ameriprise Financial, Confluence Wealth Management Group

530 W. Bonita, San Dimas CA 91773

  • CPE Seminar: Essential IRA and Retirement Best Practices (Instructed By: Charles Perosio, Columbia Threadneedle)
  • For Tax Professionals (CPA/EA): Earn 17 CPE Credits with self-study exam
  • This seminar is complimentary and lunch will be provided
  • Seating is very limited!  Registration Deadline: Tuesday 5/30 @ Noon
  • Register here: http://www.brokered.net/columbia/ca7
  • Questions?  Please email jonathan.han@ampf.com


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