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CalCPA Post-conference Session

Join your CalCPA peers for lunch and a post-conference workshop on “Advising Clients Post-retirement” during the AICPA Advanced Personal Financial Planning Conference. Whether your clients are fast-approaching retirement, thinking about postponing or already retired, Douglas Fletcher, executive coach and management consultant, will share strategies and tactics to help you guide clients through this important transition, with a particular focus on life after work and redefining retirement.

The special session will be held Wednesday, Jan. 21, 12:30–2:30 p.m.

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