My Presentations at the Annual Accounting and Finance Show in Los Angeles

Edward Mofrad, CPA, CVA, MBA Edward Mofrad, CPA, CVA, MBA

Edward Mofrad, CPA, CVA, MBA

CPA who specializes in Tax, Wealth Management, Valuation, and related Accounting services.

发布日期: 2018年7月20日
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Honored to be asked to present at LA's Convention Center for the annual California Accounting & Finance Show on 25 July, and to be part of a discussion panel on 26 July. Hope to see all my friends there next week!

Panel: Uncovering illicit financial activity (7/26)

Presentation: How to get started in wealth management (7/25)

 ·         Add value to customers by incorporating PFP into your existing services

·         Understand target markets and map out the viability of your approach

·         Know what you need to know: how to educate yourself on wealth planning

https://www.terrapinn.com/exhibition/accounting-finance-show-LA/?gclid=EAIaIQobChMIneOY2rGu3AIVDA9pCh1X8QDHEAAYASAAEgIffvD_BwE

Vahick A. Yedgarian, Ph.D., MFE, CFP?

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6 年

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