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You’re on the list to stay up to date on our latest workshops and resources. In the meantime, feel free to check out past workshops.

Whether you’re just starting out or you’ve been running your business for years, we’ve got resources to help you grow.

Our Most Recent Workshop

December workshop: “Tax Questions Answered” w/ James Timar

Check out our previous workshops! 

 
Featured
What Can You Do Right Now: Insurance and Technology
What Can You Do Right Now: Insurance and Technology

Blake Maxwell shares how his firm creates value for their clients by providing insurance and technology to make the process easier and more streamlined.

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What Can You Do Right Now: CalSavers and Retirement Plans
What Can You Do Right Now: CalSavers and Retirement Plans

Derick Roberts shares updates about the requirements for retirement plans in California and what you should know about setting up these plans for your team.

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What Can You Do Right Now: Thriving in Covid Times
What Can You Do Right Now: Thriving in Covid Times

Debbie Kerr, owner of Maid in California, shares how she adapted her business to continue operating and growing during Covid.

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