Seminars

Mullaney Management & Trust is offering 50 minute private seminars on two different subjects.  The seminars are structured for CPAs and provide 1 Continuing Professional Education credit towards the CPA designation. Below are the descriptions of the two different subject matters and further down is a registration page for the seminars.

Seminar #1 – The Debt Crisis in America
Private seminars only, please fill out the registration form to setup a time and date.  Minimum of 2 CPAs per seminar.
CPAs are the most independent source of information for their clients. America could well be the next Greece and you and your clients are at great risk. With greater understanding and knowledge about this crisis you will position yourself to provide sound counsel and advice to your clients, you will also be viewed more professionally and gain greater respect and trust from your clients.

  • This is a non-partisan review of this topic;
  • Exactly what are the most relevant facts about the Debt Crisis;
  • What are the risks that the Debt Crisis will hurt you and your clients;
  • A brief history on the debt crisis;
  • How you can start a productive conversation about this subject with your clients; and
  • How CPAs can actually help clients navigate the growing risks caused by this crisis.

Seminar #2 – Protect Your Clients from Wall Street
Private seminars only, please fill out the registration form to setup a time and date.  Minimum of 2 CPAs per seminar.
Your clients receive information and advice from many sources. However, studies show conclusively, CPAs are their most trusted advisors. This seminar will provide you with an understanding of rational equity valuation that will profoundly and permanently change your thinking about investments. Position yourself to help your clients prevent making the most common and avoidable investing mistake; buying overpriced stocks. This is a short but powerful course, one that will prove most useful throughout your entire career.

  • We will review examples of current financial statements of public companies;
  • You will learn how to detect Wall Street’s most commonly used methods of misleading equity valuation;
  • You will learn how to detect incongruencies between a company’s income statement and their balance sheet;
  • Learn prudent rules for debt analysis;
  • Learn prudent rules for equity valuation, and equity risks;
  • Learn to identify underpriced securities; and
  • Learn to avoid over-priced stocks; nothing is more important to your total return.