Client Appreciation Dinner 2010

Client appreciation dinner 2010

Project Details

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Description

This year’s speakers at the dinner focused on several areas of concern from our clients. The first area was the 2011 tax changes and was addressed by Larry Shaw, CPA – Vacaville. The second area was the economic overview; Campbell Judge (Fidelity Investments) discussed this area. We also discussed Financial Celebrations client services and activities during 2010. Our presenters also answered questions that the clients presented to them. Our clients told us that we met our goal in educating them about the topics of concern to them.