September 7, 2023
Have You Registered for the CPA Symposium?
Be sure to inform your CPA Partners about this event and invite them to attend.
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.
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Reach out to your CPA partners today!
What are the benefits of attending the CPA Symposium?
- 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 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.
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.
Registration Requirements
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 at least one CPA partner, and pay the associated registration fee
Tuition
Per person tuition includes registration, seminar materials, hotel stay for 3 nights, welcome reception and meals as indicated on the meeting agenda. Attendees are responsible for their own airfare and ground transportation expenses.
We can’t wait to see you in Vegas!
Date: Wednesday, November 8 – Friday, November 10, 2023
Arrival on Tuesday, November 7. Full-day sessions on 11/8 & 11/9, half-day on 11/10. Departures the afternoon of 11/10.
Location: Vdara Hotel & Spa, Las Vegas, NV
Course Level: Intermediate | Delivery Method: Group Live |Prerequisites: None | CPE Credits: 16
Cost: $850 per person. Registration opens in mid-August.
Refund policy: In the event that an insufficient number of registrants forces the cancellation of the program, each participant will be notified. The decision to cancel a program is made one week prior to the scheduled date. Full refunds, where applicable, will be made.
Complaints: Complaints should be submitted in a written format to the program sponsor. Cases will be addressed on an individual basis. National Life Group (NASBA I.D. #103339) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. The State Boards of Accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
