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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

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:
  • Questions?  Please email

ABAIE's mission is to create a diverse and inclusive business environment for leaders from all cultures so that they can thrive while growing professionally and personally. 

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Tel: +1 562-688-8100

PO Box 984 Corona,
CA 92878 United States of America

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