NASBA CPE Credit is being offered for this webinar.
| | Sponsor Content from Choreo | |
| Sponsor Content from Choreo |
| Hello Reader, Kick off your new year by joining us for an engaging and informative session designed to help unlock the power of authentic collaboration at the intersection of accounting services and wealth management. We'll dive into how integrating wealth management can amplify your firm's profitability and client service experience. You'll learn specifics about how CPA firms can benefit from extended wealth advisory partnerships?, including:
How to help reduce practice liability How to provide value-added services while managing costs and saving time Ways to augment your brand experience and meet clients' evolving expectations around real-time insights, customized services, and strategic advice We will also discuss how shifting demographics are affecting the tax and wealth planning professions.
We'll showcase the wealth management and tax professional collaboration processes and discuss how we as leaders can challenge ourselves to embrace digital advancements to stay competitive in a rapidly evolving landscape. |
| | Dan Hood | Editor-in-Chief
Accounting Today | | (Moderator) |
| | | Clint Costa | Senior Wealth Strategist
Choreo, LLC | | (Speaker) |
| | | David Winslow | Managing Director, Wealth Management
Choreo, LLC | | (Speaker) |
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| | Dan Hood | Editor-in-Chief
Accounting Today | | (Moderator) |
| | | Clint Costa | Senior Wealth Strategist
Choreo, LLC | | (Speaker) |
| | | David Winslow | Managing Director, Wealth Management
Choreo, LLC | | (Speaker) |
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| | NASBA CPE Credit is being offered for this webinar.** | | SourceMedia Inc. d/b/a Arizent 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 courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. |
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| | NASBA CPE Credit is being offered for this webinar.** | | SourceMedia Inc. d/b/a Arizent 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 courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. |
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| ** In order to qualify to receive the CPE credits, you will need to attend and stay on the live web seminar for its duration, which is about 60 minutes. This web seminar is not approved for IRS CPE Credit. |
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