Stewarding Stronger Relationships: CPA Wealth Advisory Summit
Are you a CPA in public practice or recently retired but looking to stay involved in your practice? Join us on September 17th at Islington Golf Club for the Stewarding Stronger Relationships conference. Learn to integrate wealth advisory services, align with your clients' top priorities, and enhance your compensation. Earn 4 PD credits while gaining practical strategies like helping clients maximize retirement and get the estate help they need. Connect with like-minded CPAs and elevate your practice with solutions your clients won’t get from traditional advisors.
