April 1, 2025
Today is the Day! Register Now for the June CPA Symposium
Make a reservation for two: you and your CPA Partner.
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.
Check out what these Symposium Alums have to say!
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?
Kevin Lee, CPA, K4 Accountants
Why would you recommend attending the CPA Symposium?
Reach out to your CPA Partners now to invite them to the event.
Make the most of your CPA Symposium Experience
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
Meeting Details
Dates: Sunday, June 1 – Wednesday, June 4, 2025
Arrival and Welcome Reception on Sunday, June 1. Full-day sessions on June 2 and June 3, half-day on June 4. Departures the afternoon of June 4.
Learning Objectives: The attendees will be introduced to multiple planning topics during the 2½ days of the Symposium. The objective is for attendees to be able to understand each presentation concept
at a high level to help them identify needs and introduce the information to clients. |
Location: Vdara Hotel & Spa, Las Vegas, NV | Delivery Method: Group Live
Course Level: Intermediate | Prerequisites: None | Advance Preparation: None | Total CPE Credits offered: 16
Cost: Tuition for attendance is $850 per person and 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.
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 accepting 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
