Save the Date for November’s CPA Symposium!
Reach out to your CPA Partners now to invite them to the event.
Growth Through Partnership
When you adopt an integrated financial services business model, you have the opportunity to expand your business, generate additional income, and offer the financial products and solutions that your clients want and need.
The CPA Symposium sets the stage for you and your CPA partner(s) to do just that by providing an innovative approach to understanding the tools, resources, and support available to help clients meet their financial objectives through your partnership.