Events for Clients

Stay in the loop.

Our clients receive access to educational workshops and networking opportunities to further their personal and business growth.

Upcoming Client Workshops     

                              

 

 

 

Sales and Use Tax – A Closer Look

 

Tuesday, August 29, 2017

 

Presented by:
Stephen Estelle, Esq., Whalen & Company
Register Here

 

 

Savvy Social Security Planning

 

Thursday, September 14, 2017

 

Presented by:
Dan Phillips, Bishoff Financial
Register Here

 

 

Filtering Key Performance Indicators

 

Tuesday, September 26, 2017

 

Presented by:
Bruce Berry, CPA, Whalen & Company
Register Here

 

 

Fringe Benefit Reporting

 

Tuesday, October 24, 2017

 

Presented by:
Teri Curtin, CPA, Whalen & Company
Lisa Kuhn, Whalen & Company
Register Here

 

 

Revenue Recognition Changes

 

Tuesday, December 12, 2017

 

Presented by:
Jeff Zaye, CPA, Whalen & Company
Larry Havens, CPA, CGMA, Whalen & Company
Register Here

 

 

Annual Business Seminar

 

Tuesday, November 7, 2017

 

Worthington Hills Country Club