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Home > Your Business / Resources > Retirement and Financial Planning

Retirement and Financial Planning


events
  • Mutual Fund Investing: A Working Knowledge - Thursday, January 08 - San Jose
  • Top 10 Individual Tax Planning Issues for Your Client's Financial Well-Bei Well-Being - Friday, January 09 - Anaheim
  • Central Coast January Chapter Event: PrimePlus/ ElderCare Services Update with Mitch Freedman - Tuesday, January 13 - San Luis Obispo

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california CPA
  • Investment Success in Turbulent Times
  • Defining Benefits: Are 412(e)(3) Plans Good for Small Businesses?
  • The New 401(k)
  • Appraisal Adjustment

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VALUABLE RESOURCES
CalCPA State Personal Financial Planning Committee

Financial Crisis 2008: Resources for Financial Planners

AICPA/PFP/PFS Resources
AICPA Personal Financial Planning Center

CalCPA's Financial Literacy Efforts
Help Californians better understand financial planning

Essential Links
Links to other state taxation authorities, federal agencies, other state CPA societies and more.

CalCPA Chapters
Find a local personal financial planning committee or discussion group.

CalCPA Elder Care Resource Guide
Comparing Chapter 13 and Chapter 7 Bankruptcy 
 

 

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