As a Certified Financial Planner™ Professional, Dave Bucholtz teaches a variety of courses designed to help accountants provide additional value to their best clients. These courses provide Continuing Education credits for CPAs and Enrolled Agents as well. Here is a sampling of available topics:
  • College Funding: Understanding 529 Plans
  • Little Known Methods to Maximize the Roth IRA
  • Big Opportunities for the Small Business Owner
  • Planning with Social Security and Medicare
  • Forgotten Policies: How to Re-purpose old Life Insurance and Annuity Contracts
  • Managing Retirement Plan Fees
  • Retirement Income Planning in Uncertain Times
  • Vital Estate Planning Concepts
  • CPA Smart Strategies for Maximizing your Client’s Retirement
  • Psychology and Investing
  • High Net Worth Case Studies
Please complete the following form to be alerted of future classes and receive additional information.

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