Bring your CPA partner and build the expertise, alignment and strategies needed to serve clients with complex financial lives.
CPA Symposium
Addison, Texas
November 9-12
Today’s clients are looking for more than individual products or isolated recommendations. They expect their trusted professionals to work together bringing tax, estate, business, retirement and wealth considerations into a more integrated strategy.
The CPA Symposium is an exclusive 2½-day experience designed to help you and your CPA partner strengthen that collaborative approach. Through expert-led sessions, real-world case studies and peer discussions, you’ll explore practical ways to address sophisticated needs, deepen client relationships and create new opportunities for your practices.
Focus on:
The Great Wealth Transfer: Strategies That Shape Generations
As trillions of dollars move from one generation to the next, families and business owners are turning to their financial professionals for guidance. Together, you and your CPA partner will examine strategies that can help:
• Protect family businesses
• Navigate evolving tax and estate planning strategies considerations
• Strengthen retirement and legacy planning strategies
• Build relationships across multiple generations
• Position your practices for long-term growth
Attend together. Learn together.
Return better prepared to help clients plan for what comes next.
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. The companies of National Life Group and their representatives do not offer tax or legal advice. For advice concerning your own situation, please consult with your appropriate professional advisor.
Dates: Monday, November 9-Thursday, November 12, 2026. Arrivals and welcome reception on
November 9. Full-day sessions on November 10-11. Half-day session on November 12. Departures in
the afternoon.
Learning Objectives: The attendees will be introduced to multiple advanced 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: Renaissance Dallas Addison Hotel, Addison, TX I Delivery Method: Group Live
Course Level: Intermediate I Prerequisites: None I Advance Preparation: None I Total CPE Credits
offered: 14
Cost: Tuition is $1000 per person and includes registration, seminar materials, hotel stay for 3 nights,
welcome reception and meals as scheduled on the meeting agenda. Attendees are responsible for their
own airfare and ground transportation expenses. There will be an additional $200 surcharge for guests
of attendees who are partaking in meals but not attending the program.
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 the acceptance of 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
TC9066367(0826)1
