Elevate Your Practice!

Explore the synergy between financial advisors and CPAs! Expand your service horizon and offer advanced planning strategies to your clients.

Exciting fact: Many states now permit CPAs to earn commissions and contingency fees on financial product sales, opening up new income streams.

Join forward-thinking CPAs who are actively involved in implementing financial plans, enhancing services, and potentially increasing profitability. Don't miss the chance to redefine your success!

Dates: Tuesday, June 11 – Friday, June 14, 2024 (Arrivals and Welcome Reception on Tuesday, June 11.) Full day sessions on 6/12 and 6/13. Half day session on 6/14. Departures afternoon of 6/14.)

Location: Resort & Casino, Las Vegas, NV | Designed for: 16 CPE credits
Course Level: Intermediate | Delivery Method: Group Live

Cost: Attendees are responsible for their own airfare and ground transportation expenses.