Placer Pod – 4:30 p.m. – 7:00 p.m. Meeting will be held by Zoom. Topic: Best practices for meeting and communicating with clients during Covid-19. Format: Round table. Each POD member will have an opportunity to share their best practices. Facilitator: Steven Rutlen, CPA CDFA, has returned from Costa Rica and Nashville. Steven will be sharing his thoughts and facilitating the group conversation. More details on the meeting and the Zoom link will be provided next week. For further information, contact April Maynard, email@example.com, (530) 888-7700.
Date: June 4, 2020
Time: 4:30 pm