Save the Date for Dallas, TX | August 3–5 | National Life Group Home Office
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.
This streamlined format includes:
A 1.5 day program offering CPAs 11 CPE credits
Tuition $850 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
- Basics of Estate Planning Strategies
Use these resources to reach out to CPA partners now!
Questions? Contact
Louise Peach (lpeach@nationallife.com) or
Meg Muldoon (mmuldoon@nationallife.com)
Dates: Monday, August 3 – Wednesday, August 5. Arrivals by 2 PM, afternoon sessions, and welcome reception on Monday, August 3. Full-day sessions on Tuesday, August 4, half-day session on Wednesday, August 5. Departures the afternoon of August 5. | Learning Objectives: The attendees will be introduced to multiple advanced planning topics during the 2 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: National Life Group Home Office, Addison TX | Delivery Method: Group Live | Course Level: Intermediate | Prerequisites: None | Advance Preparation: None | Total CPE Credits offered: 11 | Cost: Tuition is $850. Per-person tuition will include registration, seminar materials, hotel stay for 2 nights, welcome reception and meals as indicated on the meeting agenda. Attendees are responsible for their own airfare and ground transportation expenses. There will be an additional charge per guest 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
TC8962547(0626)1
