Seminars

Estate Planning from the Heart - Part 2

Estate Planning From the Heart
Mary E. Owens shares insights on what to consider when choosing a trustee or an executor.
Economic Update - June 2021

Estate Planning from the Heart

Estate Planning From the Heart
Join Mary Owens, CPA, MS, as she guides you through required documents of an estate plan.
On Point: Wildfire Impact II
Forest fires are inevitable, but losing your home to one does not have to be.   Fire safety is an important and timely topic as we are nearing fire season and proper preparation can save your home…and your life. This educational seminar will provide invaluable insight and guidelines for individuals and businesses alike that will help everyone to feel more confident about their own fire plans.

ECONOMIC UPDATE:
Is a Recession coming soon?

On Point: Wildfire Impact
Mary interviews Jim Turner, the Nevada County Consolidated Fire Chief, about what people need to know about wildfire danger locally, how to prepare your home to improve its chances of surviving a wildfire, creating evacuation plans and routes, and more.
Economic Update
Mary Owens presents the spring 2019 economic update
On Point: Tax Reform - Tax Cuts and Jobs Act
Covering: Mortgage Deductions, The Marriage Penalty, Charitable Giving, 529 College Savings Plans and much more!
On Point: China
On Point addresses fresh ideas and current trends affecting both global and local economies.

On Point: China has these available seminar dates:

Tuesday
Wednesday
Thursday
Friday

March 29th
March 30th
March 31st
April 1st

2:00 - 4:00PM
2:00 - 4:00PM
10:00AM - 12:00PM & 2:00 - 4:00PM
2:00 - 4:00PM

If you would like an invitation to them please:

RSVP

Look below to see our previous seminars

On Point: Electoral College vs. National Popular Vote - Part II
On Point addresses fresh ideas and current trends affecting both global and local economies.
On Point: China
On Point addresses fresh ideas and current trends affecting both global and local economies.

On Point: China has these available seminar dates:

Tuesday
Wednesday
Thursday
Friday

March 29th
March 30th
March 31st
April 1st

2:00 - 4:00PM
2:00 - 4:00PM
10:00AM - 12:00PM & 2:00 - 4:00PM
2:00 - 4:00PM

If you would like an invitation to them please:

RSVP

Look below to see our previous seminars

On Point: Electoral College vs. National Popular Vote
On Point addresses fresh ideas and current trends affecting both global and local economies.
On Point: China
On Point addresses fresh ideas and current trends affecting both global and local economies.

On Point: China has these available seminar dates:

Tuesday
Wednesday
Thursday
Friday

March 29th
March 30th
March 31st
April 1st

2:00 - 4:00PM
2:00 - 4:00PM
10:00AM - 12:00PM & 2:00 - 4:00PM
2:00 - 4:00PM

If you would like an invitation to them please:

RSVP

Look below to see our previous seminars

Brexit: What Comes Next?
On Point focuses on the future of the European Union.
On Point: China
On Point addresses fresh ideas and current trends affecting both global and local economies.

On Point: China has these available seminar dates:

Tuesday
Wednesday
Thursday
Friday

March 29th
March 30th
March 31st
April 1st

2:00 - 4:00PM
2:00 - 4:00PM
10:00AM - 12:00PM & 2:00 - 4:00PM
2:00 - 4:00PM

If you would like an invitation to them please:

RSVP

Look below to see our previous seminars

On Point: China
On Point addresses fresh ideas and current trends affecting both global and local economies.

On Point: China has these available seminar dates:

Tuesday
Wednesday
Thursday
Friday

March 29th
March 30th
March 31st
April 1st

2:00 - 4:00PM
2:00 - 4:00PM
10:00AM - 12:00PM & 2:00 - 4:00PM
2:00 - 4:00PM

If you would like an invitation to them please:

RSVP

Look below to see our previous seminars

On Point: Generations
On Point addresses fresh ideas and current trends affecting both global and local economies.
On Point: China
On Point addresses fresh ideas and current trends affecting both global and local economies.

On Point: China has these available seminar dates:

Tuesday
Wednesday
Thursday
Friday

March 29th
March 30th
March 31st
April 1st

2:00 - 4:00PM
2:00 - 4:00PM
10:00AM - 12:00PM & 2:00 - 4:00PM
2:00 - 4:00PM

If you would like an invitation to them please:

RSVP

Look below to see our previous seminars

On Point: China
On Point addresses fresh ideas and current trends affecting both global and local economies.

Featured

We have seminars two or more times a year