Upcoming Education Events

July Luncheon
The One, Big, Beautiful Bill – House vs. Senate Versions
Featuring Lawrence Pon, CPA/PFS, CFP, EA, USTCP, AEP
2 Hours CE
Tuesday, July 22nd, 2025

Save the date! Registration opens soon!

Three Flames Restaurant
1547 Meridian Ave
San Jose, CA 95125

Agenda:
10:00 a.m. – 11:30 am Board of Directors’ Meeting. All welcome, and ENCOURAGED, to attend.
11:30 am – 12:00 pm Check-in & Network
12:00 pm – 12:30 pm Lunch
12:30 pm – 2:10 pm Seminar


CSEA offerings:

CSEA Education


NAEA offerings:

NAEA Education