Broker Check

CPA CPE Forum

| April 24, 2017
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Each year, Eldridge Investment Advisors hosts the CPA CPE Forum which brings CPAs and attorneys face-to-face with industry experts on timely topics that are important to their clients. The event typically features eight speakers and the opportunity to attend 8 comprehensive, 1-hour CPE sessions and apply for up to 8 CPE credits — including an Ethics credit.

Topics generally include the following:

  • Trusts and Estates
  • Social Security
  • Strategic Planning
  • Accounting & Fraud
  • Tax Planning Strategies
  • Professional Business Ethics
  • Organizational Trends for Leaders
  • Finance & Markets
  • Cybersecurity Issues

More details will be announced as they become available. Interested persons may join the event mailing list at: www.eldridgeco.com.

The CPA CPE Forum from Eldridge Investment Advisors is free to qualified participants.  For more information, please call 603-625-8559.

About Eldridge Investment Advisors
Eldridge Investment Advisors, Inc., located in Manchester, NH, is an independent investment advisory firm focused on retirement plan and investment consulting for individuals, families, corporations and trusts throughout New England and beyond. The firm is especially well-suited to meet the needs of the principals and key executives of privately held businesses.

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