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DTSTART;TZID=America/New_York:20260803T080000
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UID:10003790-1785744000-1785949200@insider.nationallife.com
SUMMARY:2026 CPA Symposium- Dallas\, Texas
DESCRIPTION: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. \nA 1.5 day program offering CPAs 11 CPE credits\nTuition $850 per attendee\nAgenda topics include: \n\nEconomic Update\nStrategies and Best Practices with Allan Koltin\nQualified and Non-Qualified Plans Overview and Case Studies\nIncorporating Financial Services into Your Practice Panel\nBasics of Estate Planning Strategies
URL:https://insider.nationallife.com/event/2026-cpa-symposium-dallas-texas/
CATEGORIES:Main
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DTSTART;TZID=America/New_York:20260811T080000
DTEND;TZID=America/New_York:20260811T163000
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UID:10003859-1786435200-1786465800@insider.nationallife.com
SUMMARY:IN PERSON- 403(b)/457 Certified Training: Philadelphia
DESCRIPTION:[vc_row type=”in_container” full_screen_row_position=”middle” column_margin=”default” column_direction=”default” column_direction_tablet=”default” column_direction_phone=”default” scene_position=”center” text_color=”dark” text_align=”left” row_border_radius=”none” row_border_radius_applies=”bg” overflow=”visible” overlay_strength=”0.3″ gradient_direction=”left_to_right” shape_divider_position=”bottom” bg_image_animation=”none”][vc_column column_padding=”no-extra-padding” column_padding_tablet=”inherit” column_padding_phone=”inherit” column_padding_position=”all” column_element_direction_desktop=”default” column_element_spacing=”default” desktop_text_alignment=”default” tablet_text_alignment=”default” phone_text_alignment=”default” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_backdrop_filter=”none” column_shadow=”none” column_border_radius=”none” column_link_target=”_self” column_position=”default” gradient_direction=”left_to_right” overlay_strength=”0.3″ width=”1/1″ tablet_width_inherit=”default” animation_type=”default” bg_image_animation=”none” border_type=”simple” column_border_width=”none” column_border_style=”solid”][vc_column_text css=”” text_direction=”default”]\nLocation: Philadelphia Pennsylvania\nJoin us to learn about the 403(b)/457(b) marketplace and how to gain a competitive advantage in getting access to public schools\, municipalities\, and 501(c)(3) organizations \n8:00am-4:30pm EST \nSpots are limited.[/vc_column_text][nectar_btn size=”jumbo” open_new_tab=”true” button_style=”regular” button_color_2=”Accent-Color” icon_family=”none” text=”Register Here” url=”https://web.cvent.com/event/bb9591fc-3dbe-4fd7-9db2-a0b03fcd1395/websitePage:7b069f8c-75ab-46f5-96cc-c2ca5d3a2346″][/vc_column][/vc_row]
URL:https://insider.nationallife.com/event/in-person-403b-457-certified-training-philadelphia/
CATEGORIES:Main
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DTSTART;TZID=America/New_York:20260825T130000
DTEND;TZID=America/New_York:20260825T140000
DTSTAMP:20260517T005100
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SUMMARY:Tactical Tuesday | Estate Planning Basics
DESCRIPTION:[vc_row type=”in_container” full_screen_row_position=”middle” column_margin=”default” column_direction=”default” column_direction_tablet=”default” column_direction_phone=”default” scene_position=”center” text_color=”dark” text_align=”left” row_border_radius=”none” row_border_radius_applies=”bg” overflow=”visible” overlay_strength=”0.3″ gradient_direction=”left_to_right” shape_divider_position=”bottom” bg_image_animation=”none”][vc_column column_padding=”no-extra-padding” column_padding_tablet=”inherit” column_padding_phone=”inherit” column_padding_position=”all” column_element_direction_desktop=”default” column_element_spacing=”default” desktop_text_alignment=”default” tablet_text_alignment=”default” phone_text_alignment=”default” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_backdrop_filter=”none” column_shadow=”none” column_border_radius=”none” column_link_target=”_self” column_position=”default” gradient_direction=”left_to_right” overlay_strength=”0.3″ width=”1/1″ tablet_width_inherit=”default” animation_type=”default” bg_image_animation=”none” border_type=”simple” column_border_width=”none” column_border_style=”solid”][vc_column_text css=”” text_direction=”default”]Take part in National Back to School Month and discover essential estate planning documents that can help safeguard clients during their lifetimes and support their families after they are gone. In this session we will answer the following questions: \n\nWhat are the pillars of estate planning that everyone should have?\nHow do property ownership and beneficiary designations play a role in estate planning?\nWhat are the types of trusts and how do they work?\n\n1:00pm-2:00pm EDT \n[/vc_column_text][nectar_btn size=”jumbo” open_new_tab=”true” button_style=”regular” button_color_2=”Accent-Color” icon_family=”none” text=”Register Here” url=”https://nationallife.zoom.us/webinar/register/WN_i8PEIiXNRleR-cxogFGz9Q”][/vc_column][/vc_row]
URL:https://insider.nationallife.com/event/tactical-tuesday-estate-planning-basics-2/
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