Worthington Financial Partners - CPA Symposium
Date and Time
Tuesday Jun 11, 2024 Friday Jun 14, 2024
JUNE 11–14, 2024
Location
ARIA RESORT & CASINO | LAS VEGAS, NV
Fees/Admission
This event is sponsored by Worthington Financial Partners, in collaboration with National Life Group. Contact Tuan M. Nguyen to learn more and to request a spot. Only 2 spots available.
Contact Information
Tuan M. Nguyen
(510) 606-5766
Send Email
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
This Symposium will help you:
• Identify specific client profiles – what are your clients looking for?
• Understand financial planning tools, resources,
and support that are available to help you help your
clients meet their financial goals and objectives.
• Gain a better understanding of client attitudes and
your role in providing the financial products and
services they need.
• Learn how other CPAs are taking advantage of this
opportunity and have added financial planning
services to their practices.
• Learn product and concept solutions to help meet
your client’s complex needs.
• Identify specific client profiles – what are your clients looking for?
• Understand financial planning tools, resources,
and support that are available to help you help your
clients meet their financial goals and objectives.
• Gain a better understanding of client attitudes and
your role in providing the financial products and
services they need.
• Learn how other CPAs are taking advantage of this
opportunity and have added financial planning
services to their practices.
• Learn product and concept solutions to help meet
your client’s complex needs.
