January 11, 2024
CPA Advantage Tactical Tuesdays Webinar Series! Qualified Plans
One CPE credit is awarded for CPAs who register and attend!
National Life’s Advanced Markets Team invites you and your CPA partners to our 2024 Tactical Tuesdays webinar series, taking place the 4th Tuesday of the month. This month we will focus on qualified plans and the opportunities available to your business owner clients – who still have time to fund and implement a plan for the 2023 tax year.
Inviting your CPA partners to attend is a great way to enhance existing relationships and to introduce new CPAs to NLG’s CPA Advantage Program. Also, one CPE credit is awarded for CPAs who register and attend!
Register today using the link below, and check out the list of topics and registration links for the remaining 2024 webinars.
For more on this topic –
Join the experts on National Life Group’s Advanced Markets team as they discuss how a qualified plan can benefit your business owner clients.
Tactical Tuesday – Qualified Plans: Overview and Opportunity
Presented by James Baumann & Bryan Pritchard
Tuesday, January 23
1:00 p.m. ET; 12:00 p.m. CT
Browse these resources for additional information, marketing and sales tools on these topics.
You have direct access to the Advanced Markets Team for case consultation and point-of-sale support.
Learn more about the team on NationalLife.com
Need Help? Contact us at 1-800-906-3310, Option 1
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