Category Archives: Events

We both host and attend local events in Brea, Santa Ana, Sacramento, CA around the topics of accountancy, bookkeeping, wealth management & more.

Webinar: What happens to your social media & online accounts when you die?
September 11, 2019

Perhaps you’ve heard the horror story: a loved one is incapacitated or passes away and...

See our Recruiting Teams at the following Meet the Firms:
August 30, 2019

Monday, Sept. 16th – Biola; 6 pm– 9 pm Thursday, Sept. 19th – University of...