Broker Check

CPA Conference

Please join us for our annual CPA Continuing Education conference! 


  • Medicare
  • Medicare Advantages vs. Supplement Plans
  • Private Medical Insurance Prior to Medicare

Social Security

  • Social Security Benefits
  • Spousal Benefits
  • Taxes on Social Security
  • Strategies to Maximize Benefits

Due to limited space, reservations are required. 

Please email or contact us at (208)343-2001 to RSVP. 

Have a Question?

Thank you!