This online course and live CE Summit is ideal for training new and returning staff working in independent tax filing firms,
CPAs in public practice, financial services firms, public trustees, legal assistants, municipal officers, payroll and software companies who employ staff involved with Retirement and Estate Planning.
The Live Virtual session will also put advisors in touch with a national
network of like-minded professionals.
Our Attendees Say It Best!
“Very interesting and up to date information. I am sure that ANYONE taking this course would be able to take away something meaningful. “- Kassandra Klassen
“Loved the fact this was a virtual seminar! I found all of the speakers chosen for
this seminar to be very well informed, they were qualified professionals which
made it an absolute pleasure hearing them speak.” - Dipak Ranchod
(Come back often as new details are released)
I have attended a few in person/Virtual Summits and always find the take-away extremely valuable! I felt this one was particularly important to attend, due to all the special circumstances arising out of 2020. The presenters did a fantastic job! I both learned important information and was reminded of things that will be important in the coming months! Awesome job! - Carla Pierce