Wellguard Insurance Solutions Inc., an independent insurance agency in Alameda, CA, has announced the dates and locations of their upcoming free continuing professional education (CPE) training for Certified Public Accountants (CPAs) and Enrolled Agents. Four dates have been revealed and those interested can register for training through http://www.wellguardinsurance.com/workshop-registration.html.
Todd Wellnitz, President of Wellguard Insurance Solutions Inc, says: "As trusted advisors, CPA's and Enrolled Agents have admitted that their clients are always asking them questions about insurance and investment products, where to get legal advice and even who the best plumber in town is. So when I was approached to offer the continuing education courses, I felt it was a great opportunity to give back to the accounting professionals that have helped me over the past 13 years."
The first topic will be Income Taxation of Life Insurance, which will be presented on Tuesday, October 17, 2017 (San Francisco) and Wednesday, October 18, 2017 (Oakland) from 12:30-1:30pm. The second topic will be Business Succession Strategies, which will be presented on Wednesday, October 25, 2017 (San Francisco) and Thursday, October 26, 2017 (Oakland) from 12:30-1:30pm. A complimentary lunch will be provided along with 1-hour of CPE credit and both locations are within walking distance from BART.
Wellguard Insurance Solutions Inc. provides regular training events for professionals, in line with their mission to conserve, protect, and enhance the quality of life of clients by utilizing innovative solutions that will provide safety and security. Mr. Wellnitz adds: "Whether you are an individual consumer looking for financial retirement products and solutions or a successful business owner in search of long-term positioning that considers your unique tax situation through the use of advanced life insurance strategies, we are here to listen and assist you."
Tax Professionals are encouraged to visit the Wellguard Insurance Solutions Inc. website for further information about the events.
Wellguard Insurance & Financial is an independent insurance agency that provides specialty consulting in areas that you may be familiar with such as life insurance and disability income planning or retirement income planning and safe money solutions.
1516 Oak Street, #218
Alameda, CA 94501
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