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 clients meet their financial goals and objectives through your partnership.
403(b)/457(b) Certified Training is
Coming to a City Near You!
We are excited to kick off the 2019 Certified Training Schedule. We will open registration on a quarterly basis for future certified classes. If you are looking to make the most of your annuity business and to maximize your efforts in the 403b/457b marketplace, this is a must attend class!