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.
CPAs
Announcing the 2018 CPA Symposium
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.
(more…)
Announcing the 2018 CPA Symposium
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.
(more…)
What’s Happening and Important Updates
Mark Your Calendars: CPA Symposium Registration Opens Next Week!
National Life’s CPA Symposium will be held November 9th- 11th at The Mirage in Las Vegas, NV. The Symposium provides an innovative approach to helping you and a CPA Partner to grow your business together and learn about the tools, resources and support available to you through the CPA Advantage Program.
Tuition: $700.00 per person*. This fee includes your registration and seminar materials, hotel accommodations for 3 nights, continental breakfast and lunch on the meeting days. Attendees are responsible for their own ground transportation.
Space is limited and selection is made on a qualifying basis. 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 to attend with a committed CPA partner.
CPA Symposium Registration will be open on August 17th.
For more information, visit the CPA Advantage Program page on the agent portal.
CPA Advantage Details
TC96686(0817)1
Growing Your CPA Practice
Integrating financial services into your practice can help broaden and expand your client base and profitability.
The top issues facing the majority of CPA firms today can be broken into three major areas: finding and keeping good talent, succession planning and pressure to increase revenues and profitability.
-Allan Koltin
Allan is CEO of Koltin Consulting Group, Inc. a Chicago-based consulting firm that specializes in working with professional and financial services firms in the areas of practice growth, practice management, human capital and mergers and acquisitions. Allan also consults with National Life Group on our CPA Advantage Program.
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