Las Vegas — May 26-29 | Dallas — August 3-5 | Las Vegas — early November
Our 2026 CPA Symposiums are coming to Las Vegas in May & November, and introducing a new streamlined symposium in Dallas in August.
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.
Las Vegas, Nevada — May 26-29, 2026
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 Practical Panel
- Retirement Planning Strategies with Annuities
- Additional Advanced Markets Topics
Dallas, Texas– August 3-5, 2026
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 Practical Panel
- Basics of Estate Planning Strategies
Las Vegas, Nevada– early November — to be determined
Reach out to your CPA Partners now so they have ample time to choose a session and save the dates!
Learning Objectives: Attendees will be introduced to multiple advanced planning topics during the 1.5 or 2.5 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. | Locations: Las Vegas, NV and Dallas, TX | Delivery Method: Group Live | Course Level: Intermediate | Prerequisites: None | Advance Preparation: None | Total CPE Credits offered: approximately 10 to 16 | Cost: Tuition is $1,000 for 2.5 day session and $850 for 1.5 day session. Per-person tuition will include registration, seminar materials, hotel stay for 3 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 $150 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 accepting 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
TC8820726(0326)1
