Fall 2024 - Financial & Retirement Planning Conference Group On-demand

Overview

2024 OSCPA Financial & Retirement Planning Conference On-demand Group CPE Training Package

On-demand Group CPE Training Package Fee = $355

The 2024 OSCPA Financial & Retirement Planning Conference On-demand Group CPE Training Package includes:

Link to the recorded program
One on-site CPE Credit Compliance Packet
Two sets of participant materials plus one set of discussion leader materials (note: to qualify for CPE, you must have a discussion leader in addition to minimum of two participants)
For groups with more than two participants, additional materials are required for each participant ($99 per additional participant).

What do you need to do to offer the On-demand Group CPE Training Package?

To provide CPE credit, the Oregon Board of Accountancy rules require you to follow specific rules pertaining to CPE as the sponsor for your locally offered program.
Firm/business supplies a qualified discussion leader to assure CPE credit for each participant. The qualified discussion leader moderates the video replay, leads discussion and answers participants' questions.
The on-site CPE Credit Compliance Packet (mentioned above) provides the materials and information you need for your program to comply with the Oregon Board of Accountancy rules for Continuing Professional Education. The packet provides planning tools and required program documents.
Requires a minimum of two participants plus a qualified discussion leader.
Paperless (electronic) materials are provided for the discussion leader and each participant.

The On-demand Group CPE Training Package will be available November 20, 2024.

Tax professionals looking for an update on financial and retirement planning issues for themselves or for their clients!

This program is designed to provide you with an overview of the latest developments on financial and retirement planning related issues.