The CPA Academy is a multiple day program which will teach you how to become the LOCAL EXPERT in your community. As your clients’ most trusted advisor, you need to understand the retirement system in the United States and the role that RETIREMENT DISTRIBUTION PLANNING plays in their lives. This UNPARALLELED invitation-only program will provide you with the necessary tools, resources and training to EFFECTIVELY meet the complex needs and demands of your clients in the areas of asset management, retirement distribution planning and wealth protection.
We cover the following topics:
- INCREASING REVENUE by incorporating wealth management services into your existing practice
- LITTLE KNOWN FACTS about tax-advantaged retirement strategies
- POWERFUL MARKETING CONCEPTS which capture the largest IRA accounts in your area
- HOW TO HELP CLIENTS plan for a life legacy
Table Bay Financial Network, Inc. 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. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
Join America's Tax Solutions® Today!
All fields are required.