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Thank you for being a valuable participant of the 2020 CPA Symposium!

Please take a moment to complete an evaluation survey for this event, or you may submit the evaluation form below.

For your convenience, below are links to the marketing flyers and presentations. Donít forget to bookmark this page to get access to conference materials and resources during and after the event.

Flyers and Brochures

CPA Symposium Invitation & Registration
CPA Symposium Invitation & Registration


CPA Symposium Agenda
CPA Symposium Agenda


Growth Through Partnership Workbook
Growth Through Partnership Workbook


CPA Symposium Evaluation
CPA Symposium Evaluation Form


CPA Symposium Enrollment Form
CPA Symposium Enrollment Form


CPA Advantage - Compensation Options
CPA Advantage - Compensation Options


CPA Advantage - Joint Marketing Workbook
CPA Advantage - Joint Marketing Workbook


Types of Financial Risk
Types of Financial Risk


Key Person Insurance Flyer
Key Person Insurance Flyer


Buy-Sell for Business Owners Flyer
Buy-Sell for Business Owners Flyer


Premium Finance Flyer
Premium Finance Flyer


Presentations

Forrestall/Infinity CPA Network Materials

The PPP Loan Forgiveness materials and attachments are created and provided by Forrestall CPAs and their partner, Infinity CPA Network.  You may contact their offices if you have further questions or need assistance. Larry Roemer, CFP® larry@infinitycpanetwork.com , Infinity CPA Network www.infinitycpanetwork.com Address: 5328 Lanier Islands Parkway Ste 201 Buford, GA 30518. Phone: 678.730.7040.

 


 

If you have any questions, please contact Desiree Day at 214-638-9229 or DDay@NationalLife.com with any questions.

 

National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT, Life Insurance Company of the Southwest, Addison, TX and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York.

These materials are for your use only and may not be recorded, copied, transmitted or otherwise disseminated without the express written permission of National Life Group.

Third party presentations have not been reviewed and are not approved for use other than for your information.

For Agent/Financial Professional Use Only - Not For Use With The Public

 

TC116251(0820)