Sheree Tallerman

Sheree Tallerman

Newport Beach, California, United States
2K followers 500+ connections

About

PlanPerfect Inc. is a corporate retirement plan specialist aka Third Party Plan…

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Experience

  • PlanPerfect, Inc. Graphic

    PlanPerfect, Inc.

    Corporate Office - Newport Beach, CA

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    Greater New York City Area

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    Marina del Rey, CA

Education

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Organizations

  • CalCPA

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    - Present

    The California Society of Certified Public Accountants, the biggest CPA organization in California and the largest state CPA society in the nation, has a proud history as a nonprofit corporation for more than 100 years.

    CalCPA’s 40,000 members are indisputably California’s finest CPAs, leading business and finance professionals, students and educators, dedicated to an unparalleled level of integrity.

    http://www.calcpa.org/

  • Women Presidents' Organization

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    - Present

    Women President’s Organization (WPO) is the premier peer advisory organization connecting women Presidents & CEOs of privately held, multi-million dollar companies. Chapters across four continents (North America, South America, Europe, and South Africa).

    https://www.womenpresidentsorg.com/

  • Provisors

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    - Present

    ProVisors® is a community of senior-level professionals who serve their clients as trusted advisors and share the highest standards of integrity, performance and accountability. ProVisors promotes and enables relationship building, information sharing and collaboration among its members for the benefit of their clients and one another.

    https://www.provisors.com/

  • American Society of Pension Professionals and Actuaries

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    - Present

    ASPPA offers more than 7,000 members extensive educational opportunities and its three sister organizations — ACOPA, NTSA and NAPA — comprise the American Retirement Association, the premier national organization for retirement plan professionals in the industry. Based in the Washington, D.C. area, ASPPA is a non-profit professional organization with two major goals: to educate retirement plan professionals, and to create a framework of public policy that gives every working American the…

    ASPPA offers more than 7,000 members extensive educational opportunities and its three sister organizations — ACOPA, NTSA and NAPA — comprise the American Retirement Association, the premier national organization for retirement plan professionals in the industry. Based in the Washington, D.C. area, ASPPA is a non-profit professional organization with two major goals: to educate retirement plan professionals, and to create a framework of public policy that gives every working American the ability to have a comfortable retirement.

    https://www.asppa.org/

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