The Converse Team
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🚨 Attention CPAs: Are your clients maximizing every retirement plan opportunity?
Join us on Tuesday, June 23, for our NASBA-approved CPE course!
We'll cover:
✅ SECURE Act 2.0 tax credits
✅ Retirement plan design strategies
✅ Contribution optimization opportunities
✅ 401(k), SEP & SIMPLE comparisons
✅ Defined benefit and cash balance plans
After the session, stick around for happy hour on our patio and connect with fellow professionals.
Reserve your spot today!
06/11/2026
💡 Ever feel like investing is more complicated than it needs to be?
In our latest recorded webinar, Mike Converse and Adam Eilert break down the fundamentals of investing, from stocks and bonds to diversification and long term investing, in a simple and approachable way.
This webinar is perfect for beginners, young professionals, or anyone looking to strengthen their financial knowledge and gain confidence in their investment decisions.
▶️ Watch the recording now on our website or through the link in the comments.
Click here to claim your Sponsored Listing.
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Opening Hours
| Monday | 8am - 6pm |
| Tuesday | 8am - 6pm |
| Wednesday | 8am - 6pm |
| Thursday | 8am - 6pm |
| Friday | 8am - 6pm |
