[EVENT] 2022 CPA Symposium from National Life Group
Wednesday 06/22/2022 - Friday 06/24/2022
Strategic Partnerships Advance Your Business to the Next Level
Line up your CPA Partner and co-register for the 2022 Symposium today!
The CPA Symposium provides an innovative approach to helping you and your CPA partner understand the tools, resources, and support that are available to help business owner and high-net worth clients meet their financial goals and objectives through your partnership.
NEW World: The world continues to change in many unexpected and unpredictable ways. What impact will these changes have on the financial services industry now and in the future, and how can strategic partnerships help meet these new challenges and bring financial solutions to business owner and high-net worth clients?
NEW Laws and Regulations: Over the past year there have been many legislative initiatives that would bring changes to the tax and financial landscape. Come learn about what changes have occurred and those that may be on the horizon, how these changes might affect your clients, and how to help them prepare and plan accordingly.
NEW Opportunities: We’ll discuss a variety of ideas and solutions to bring financial services to your partners and clients.
NEW Products and Sales Tools: National Life has rolled out new life and annuity products along with sales and marketing tools to help move your business to the next level.
In order to be considered and register successfully, all agents must:
Be in good standing with National Life Group
Have submitted business in the past year
Register and attend with one or more committed CPA partner.
We maintain the right to deny registration if the above criteria are not met.
The registration deadline is Wednesday, May 25, 2022.
Strategic Partnerships Advance Your Business to the Next Level
Line up your CPA Partner and co-register for the 2022 Symposium today!
The CPA Symposium provides an innovative approach to helping you and your CPA partner understand the tools, resources, and support that are available to help business owner and high-net worth clients meet their financial goals and objectives through your partnership.
NEW World: The world continues to change in many unexpected and unpredictable ways. What impact will these changes have on the financial services industry now and in the future, and how can strategic partnerships help meet these new challenges and bring financial solutions to business owner and high-net worth clients?
NEW Laws and Regulations: Over the past year there have been many legislative initiatives that would bring changes to the tax and financial landscape. Come learn about what changes have occurred and those that may be on the horizon, how these changes might affect your clients, and how to help them prepare and plan accordingly.
NEW Opportunities: We’ll discuss a variety of ideas and solutions to bring financial services to your partners and clients.
NEW Products and Sales Tools: National Life has rolled out new life and annuity products along with sales and marketing tools to help move your business to the next level.
In order to be considered and register successfully, all agents must:
We maintain the right to deny registration if the above criteria are not met.
The registration deadline is Wednesday, May 25, 2022.
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