" The Financial Planning Seminar was the perfect opportunity to understand the overall topic of Financial Planning. The staff provided a sophisticated academic viewpoint with a hands-on business approach. They presented me with a new perspective on topics I was already familiar with as well as showing me entirely new ways to market this valuable service to our clients."
“In two densely packed days, the NNA instructors covered the basic principles and corollaries of Financial Planning. The professional assistance and competence of National Network of Accountant’s advisors has enhanced our ability to provide high quality financial planning services to our clients.”
"I just wish to thank your entire organization for the professional way in which you assisted us in our efforts to enter the comprehensive financial planning market. You have been both an inspiration and a fountain of knowledge. Our clients have been extremely impressed with the way your staff has conducted themselves ad they have been pleased with the results."
"The NNA Two-Day Seminar was the perfect opportunity to understand the overall topic of Planning for our clients. These new services have provided us with three essential benefits. the benefits are to protect our clients from competition, second, to increase revenue and third, to add new clients to our practice."
Financial Planning Educational Forum
The National Network of Accountants
Participating Will Help You To:
• Expand your knowledge by choosing from multiple educational sessions
designed for all levels of experience
• Find new ways to work more efficiently and effectively by
interfacing with resource partners
• Share ideas and knowledge by participating in a variety
of formal and informal discussions
• Boost your business ideas with more options to earning
continuing education and study in-depth topics
Specifically, you will find a convenient way of stepping up to the challenge of addressing the dynamic process of financial planning. Sessions focus on all components of financial planning presented in a way that honors the planning process from speakers who really get it!
You will have an opportunity to further explore the skills and integration of planning itself, apart from technical strategies.
The National Network of Accountants will be hosting a special Two-Day Practical Skills Educational Forum for accountants interested in learning methods of incorporating financial planning services into their practices. This course is approved for CPE credits and CPAs who attend will qualify for up to 12 CPE credits.
TOPICS TO BE COVERED: Estate Planning • Risk Management • Investment Planning • Pension Planning
Prerequisites: Basic knowledge | No Pre-requisite is required
Who Should Attend: CPA Partners
Advanced Preparation: None
Program Level: Intermediate
Delivery Method: Group Live
Refunds and Cancellations:
Requests for refunds must be received in no later than 6 business days prior to the event and will be subject to a cancellation fee. No refunds will be granted after August 10th 2022.
For more information regarding refund, complaint, and/or program cancellation policies please contact our offices at 516.629.9044.
Independent Captive Associates, LLC 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 final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.