Upcoming Meetings

It is our pleasure to announce the next meetings of the CPA Continuing Education Society of Pennsylvania and extend to you a warm invitation at Cedarbrook Country.
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​April 29th

• Michael F. Rogers, Esquire - Salvo Rogers Elinski & Scullin
  • Estate Planning Update for 2026
• Louis R. Tumolo - Medicare Coach LLC
  • Medicare Updates
• Peter N. Tortorici, CIMA®, Director
  • Asset Allocation & Sector Selection
• Jessie Silvent, Public Affairs Specialist – Social Security Administration
  

​May 20th

• ​Mark Luschini, CMT, Chief Investment Strategist - Janney
  • ​Market Outlook
    
• Greg Katarina, CFA, Direct Index Strategist - Natixis​
  • ​Managing Taxable Investments
    
• Jay L Guyer, Wealth Strategist - Janney
  
  • Financial Planning Across Generations
• Jay R Winkleman, Reading Modern Technology
  
  • IT Security
    

June 17th - No WebEx

• Richard Furlong, Senior Stakeholder Liaison – IRS
  
  • IRS Updates

​July 15th - No WebEx

• Rome Rottura, VP Capital Group
  
  • Mid Year Outlook
• David LaRosa, CPA Managing Director - Morton Gober​
  • ​Accounting & Auditing

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Meetings Held At:
Cedarbrook Country Club
180 Penllyn Pike, Blue Bell, PA 19422
215.646.9410

• Complimentary Breakfast 7:30 to 8:30
• Education Meeting 8:30 to 12:30
• Admission Fee is $100
• Seating is Limited – Immediate Response Requested
• Appropriate Business Attire Required (No Jeans)

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© 2016 CPA Continuing Education Society of Pennsylvania. All Rights Reserved.