Policies
  • Cancellation: Cancellations must be made at least 3 days prior to the day of the seminar and are subject to a $30 handling fee.
     
  • Program Level: All seminars are at a basic level, most appropriate for the professional with little or no experience in the subject area being taught.  This level may also benefit someone looking for a refresher course in the subject area. 
     
  • Advanced Preparation: Our programs do not require any advance preparation.
     
  • Objectives: All live seminars are geared toward financial professionals who desire to review the fundamentals and keep up with recent developments and tax law changes.
     
  • Confirmation: Your registration confirmation will list the street address and the telephone number of the hotel.  Please check for any last-minute changes.   
     
  • No Show: No refund, but materials will be mailed upon request. 
     
  • Walk InAdvance registration is strongly recommended. Walk-in registrations will be allowed only if seminar materials and space is available.
     
  • No Smoking in the seminar meeting room.
     
  • Registration and Coffee at 8:00 am: Session begins promptly at 8:25 am and ends at 4:35 pm. Lunch is on your own Noon until 1:00 pm.
     
  • Video & Audio Recording:  Video and/or audio recording are prohibited.