Col. Curt Sheldon, USAF (Ret), CFP®
President of C.L. Sheldon and Company, IRS Enrolled Agent
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Preparing to file this year's tax return? Join MOAA’s financial professional Capt. Paul J. Frost, USN (Ret), AFC®, along with special guest and tax expert (and Life Member of MOAA) Curt Sheldon, for an open discussion reviewing tax code changes introduced last year as well as other financial topics.
Sheldon, a retired Air Force colonel, is a Certified Financial Planner (CFP®) practitioner, Enrolled Agent, Accredited Investment Fiduciary®, and president of C.L. Sheldon and Company LLC. He's also a frequent contributor to Military Officer magazine and MOAA.org.
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Special thanks to Delta Dental for their generous donation to The MOAA Foundation to make this and other events available to uniformed servicemembers, veterans, military spouses, surviving spouses, and their families.
President of C.L. Sheldon and Company, IRS Enrolled Agent
Program Director, Financial & Benefits Education/ Counseling/ Veterans Services