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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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