May 2019 Seminar

Date:8:14 pm Ages: Price:$90.00 includes full breakfast Type:Penn State Great Valley Location:30 East Swedesford Rd, Malvern, PA 19355

(Walk-ins Welcome)

Due to a scheduling conflict at Penn States’ Great Valley campus, we have rescheduled our MAY conference one week earlier

CPE:           2 A&A + 1 Taxes + 1 Other (4 hrs.)

Presentation 1 8:30 AM
Speaker: Greg Kepner, Tycor Benefits
Topic(s): QBI tax planning

Presentation 2 9:30 AM
Speaker: Timothy Letter, Managing Director, Miller Investment Management, LP
Topic(s): Retirement Planning

Presentation 3 10:30 AM
Speaker: John A. Capizzi, CFE, Internal Audit Services, Inc Principal
Topic(s): Interviewing for fraud in the workplace

Presentation 4 11:30 AM
Speaker: Bob Listerman, CPA, Founder, Business Technology Resources, LLC
Topic(s): Becoming a Cyber Security Watch Dog