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Build knowledge, confidence, and stronger CPA partnerships through this year’s Advanced Sales webinar series.

Take part in Small Business Month by exploring several compensation strategies which can help business owners reduce employee turnover and costs.  

The cost of replacing an employee can range from 50% to 200% of their annual salary, depending upon their level.1

  1. What is a business’ most valuable asset?
  2. How do employer and employee goals and expectations differ?
  3. How do key employee benefits work?

Program knowledge level: Overview

Preserve Your IRA Legacy: Passing Down Wealth & Wisdom

Tuesday, May 26
1:00 p.m. ET; 12:00 p.m. CT

Expand your expertise–register for the complete Tactical Tuesday webinar series.

Each session breaks down key Advanced Sales concepts in clear, easy-to-follow formats designed to help you learn, grow, and build confidence.

This series also offers an excellent opportunity to cultivate CPA relationships. CPAs who register and attend will earn 1 CPE credit per webinar. Register for additional opportunities today!

June 23

Protecting Your Retirement Income with an Annuity
July 28 Estate Planning for Foreign Nationals
August 25 Estate Planning Basics
September 22 Your Legacy, Your Choice: Beneficiary Designation Life Lessons
October 27 Overview of Non-Qualified Annuity Taxation
November 17 Special Planning for Special Families
December 15 Secure the Future of a Business: Buy-Sell Agreements

All webinars begin at 1:00 p.m. ET; 12:00 p.m. CT.
Registration is limited. 

Learning Objectives: The attendees will be able to understand the webinar concept at a high level to help them identify needs and introduce the information to clients | Each Webinar Designed for: 1 CPE credit | Course Level: Varies | Delivery Method: Group Internet | Prerequisites: None | Advanced Preparation: None | Cost: None

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

 

1 1. SHRM Executive Network, The Myth of Replaceability: Preparing for the Loss of Key Employees, January 2025

 

 

 

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