Welcome to NL Edge Your Competitive Advantage

February 23, 2023

Register Now for the Spring CPA Symposium

Learn how you and your CPA partner can expand your business by adopting an integrated financial services business model

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.

Register Now

Testimonial Videos

Kevin Lee, CPA, K4 Accountants: Why would you recommend attending the CPA Symposium?

Angela Ashley, Unique Business Planning, LLC: Benefits of attending the CPA Symposium with a partner CPA?

Allan Koltin, CPA, CEO, Koltin Consulting Group, Inc.: How does attending the CPA Symposium benefit CPAs?

Registration Requirements

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 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.

Date: Wednesday, May 3 – Friday, May 5, 2023 (Arrivals on Tuesday, May 2. Full day sessions on 5/3 & 5/4, half day on 5/5. Departures afternoon of 5/5.) | Location: ARIA Resort and Casino, Las Vegas, NV

Course Level: Intermediate | Delivery Method: Group Live | Prerequisites: None | Designed for: 16 CPE Credits

Cost: $850 per person.

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.

 

Use this invitation to reach out to CPA partners.

 

Register Now

 

 

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National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT, Life Insurance Company of the Southwest, Addison, TX, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York.

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For Agent Use Only – Not For Use With The Public

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