March 24, 2015 at 5:00 PM
Pre-Paid (Member): $15.00
Pre-Paid (Non-Member): $20.00
Pay at the Door (Member): $20.00
Pay at the Door (Non-Member): $20.00

Advanced event registration is now closed.

Registration is now available at the door.

5:00 PM - 6:00 PM : Networking

6:00 PM - 7:00 PM: Dinner & Program * Dinner will be made available for purchase at the venue.  Is not included with the attendance fee.


7:00 PM - 8:00 PM: Speaker's presentation


Educational Strategies to Manage Personal and Business Finances

– Questions You May Not Know You Need to Ask

Part of every business is making the right financial decisions and timing could be everything.  This workshop is NOT A SOLICITATION. Homer Ambrose offers surprising information to help everyone make good financial decisions. 

Homer Ambrose will answer questions on tax issues, Social Security, Offer & Compromise, IRS collection issues, current tax law, and the penalties associated with the new health care system.

Whether you are collecting Social Security now, or you are in your 20’s and far from the age of eligibility, you need to hear this information now.  This workshop will appeal to other CPAs and every area of expertise and consultancy.

This workshop answers these important questions:

  1. When you get to the age of eligibility, will Social Security still be there?
  1. If you are collecting Social Security now, will it be there for the duration?
  1. How can you raise your monthly benefit more than 75%?
  1. How can you raise your monthly benefit even if you already started collecting?
  1. What mistakes can you avoid that Social Security won’t warn you about?
  1. Is it true that you may not be able to draw full benefits at age 65 because the rules have changed?
  1. Why do you need to understand OASI, PIA and COLA?
  1. What free resources are available to help you plan the financial future of your business and for you personally?

Bring your questions and join in this interactive presentation that will teach you better business and personal financial skills.



Homer Ambrose, CPA, is a highly experienced retirement planning specialist and an expert in social security, long term care, income planning and taxation. He draws from many years in the Financial and Tax Planning Industry as a Partner with the Montpelier Group as well as working with U.S. retires and their tax planning and retirement issues. He firmly believes in establishing long term relationships. His approach to retirement and tax planning is educational and holistic, ensuring that the clients’ needs are fully met; leaving no stones unturned. As a Certified Public Accountant, his clients come from all walks of life, from CEOs of major corporations to individuals and families wishing to secure and build their wealth for the future. He brings to the financial world a disciplined and methodical work ethic which is the cornerstone of how he helps his clients throughout their financial life cycle.


Four Points by Sheraton- San Diego
8110 Aero Dr
San Diego, CA 92123

Phone: (858) 277-8888