Financial & Retirement Planning


The Retirement Planning Project Committee develops programs for the Retirement Planning Conference, which is generally held in November each year and provides an overview of the latest developments in retirement planning and related issues.

The Committee works to identify topics pertinent to the CPA profession, select conference speakers, and represent a variety of member interests and professional practices at the conference, such as tax professionals who are looking for an update on retirement planning issues for themselves or for their clients.

Visit Volunteer Meetings for upcoming meetings.

OSCPA committee members meet to discuss programs, projects, events, etc. relating to the Financial & Retirement Planning Project Committee. Meeting notices are emailed approximately two weeks prior to scheduled meetings.

RSVP to OSCPA Meetings.


Vice Chair

Staff Advisor