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DTSTART:20240611T150000Z
DTEND:20240614T190000Z
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SUMMARY:Worthington Financial Partners - CPA Symposium
DESCRIPTION:An opportunity for CPAs to expand your practice by partnering with a member of the financial services industry\, while earning 14 Continuing Education (CE) credits\n\n \n\nThis Symposium will help you:\n\n  Identify specific client profiles   what are your clients looking for?\n\n  Understand financial planning tools\, resources\,\n\nand support that are available to help you help your\n\nclients meet their financial goals and objectives.\n\n  Gain a better understanding of client attitudes and\n\nyour role in providing the financial products and\n\nservices they need.\n\n  Learn how other CPAs are taking advantage of this\n\nopportunity and have added financial planning\n\nservices to their practices.\n\n  Learn product and concept solutions to help meet\n\nyour client's complex needs.
X-ALT-DESC;FMTTYPE=text/html:<div><span style="font-size:16px\;"><span style="font-family:arial\;">An opportunity for CPAs to expand your practice by partnering with a member of the financial services industry\, while earning 14 Continuing Education (CE) credits</span></span></div>\n\n<div>&nbsp\;</div>\n\n<div><span style="font-size:16px\;"><span style="font-family:arial\;">This Symposium will help you:<br />\n&bull\; Identify specific client profiles &ndash\; what are your clients looking for?<br />\n&bull\; Understand financial planning tools\, resources\,<br />\nand support that are available to help you help your<br />\nclients meet their financial goals and objectives.<br />\n&bull\; Gain a better understanding of client attitudes and<br />\nyour role in providing the financial products and<br />\nservices they need.<br />\n&bull\; Learn how other CPAs are taking advantage of this<br />\nopportunity and have added financial planning<br />\nservices to their practices.<br />\n&bull\; Learn product and concept solutions to help meet<br />\nyour client&rsquo\;s complex needs.</span></span><br />\n<br />\n&nbsp\;</div>\n
LOCATION:ARIA RESORT & CASINO | LAS VEGAS\, NV
UID:e.3178.5740
SEQUENCE:3
DTSTAMP:20260515T084736Z
URL:https://business.livermorechamber.org/events/details/worthington-financial-partners-cpa-symposium-5740
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