1 - What's New: DOL's Proposed Changes to the Salary Exemption and Best Practices
1
04/26/2024 10:00 am (+ 10 more)
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2 - Ensuring Financial Wellness: The Role of Estate Plans, Wills & Insurance
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04/26/2024 11:00 am (+ 4 more)
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3 - Setting a New Standard for Quality: Practical Guidance to Implement the AICPA's New Quality Management Standards
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05/10/2024 11:00 am (+ 15 more)
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5 - Living to 100: The Challenges that Longevity Presents to Financial Planning for Clients
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06/06/2024 03:00 pm (+ 14 more)
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7 - Overview and Implementation of Quality Management Standard
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07/18/2024 01:30 pm
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