2026 CPA Symposium- Las Vegas, Nevada
May 26 @ 8:00 am - May 29 @ 5:00 pm
This is a great chance for you and your CPA partners to strengthen collaboration, earn CPE credits, and dive into strategies that support your clients’ financial goals.
Traditional 2.5 day program offering CPAs 16 CPE credits
Tuition $1000 per attendee
Agenda topics include:
- Economic Update
- Strategies and Best Practices with Allan Koltin
- Qualified and Non-Qualified Plans Overview and Case Studies
- Incorporating Financial Services into Your Practice Panel
- Retirement Planning Strategies with Annuities
- Additional Advanced Markets Topics
