Personal Financial Planning (PFP): Help Your Clients Have “THAT CONVERSATION” About Advance Care Decisions with Their Families
- Shared screen with speaker view
CalCPA - Emily Ku
01:36:22
Janet's presentation materials and other files will be posted on CalCPA.org/pfp. Please check back in about a week.
CalCPA - Emily Ku
01:37:29
Registration links for upcoming events: 8/16 about SSA - https://community.calcpa.org/s/detail?recId=a0M6R00000hyjMOUAY
CalCPA - Emily Ku
01:37:50
9/20 about virtual currency - https://community.calcpa.org/s/detail?recId=a0M6R00000hylL4UAI