Sorry if everyone is really busy but tomorrow, Wednesday, is
the earlybird deadline to sign up for the October Eldercare
Meeting on October 17th.
We know you're busy because sign-ups are lagging behind. Take
a moment and go online to sign-up at www.calcpa.org\oclb or
fax the sign-up form on the files link to the left, to (714) 544-4836.
Our speaker is Isabel Barajasi, Insurance Compliance Officer
with the California Department of Insurance. Isabel will be
discussing insurance and annuity product fraud. Her
presentation will cover the marketing of insurance based
products to inappropriate purchasers, fraudulent sales
practices and a detail review of new annuity suitability
testing rules.
This information will be very valuable to care managers,
financial planners, CPA's, financial advisors, bookkeepers and
attorneys who assist clients with these matters.
We appreciate you taking a moment to sign up for this meeting.
Respectfully,
Michael Bader, Esq
Certified Public Accountant
www.IssuesOnAging.com