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Better Guidance Begins With Stronger Partnerships

Join me for an exclusive CPA Symposium created for professionals serving clients with sophisticated needs.

CPA SYMPOSIUM

Addison, Texas

November 9-12

Complex client needs call for connected advice.

Your clients may rely on you for guidance that extends well beyond tax preparation. Estate decisions, business succession, retirement considerations and legacy goals are often closely connected—and addressing them effectively may require professionals with complementary expertise working together.

The CPA Symposium gives us dedicated time to build a collaborative approach while exploring the issues transforming today’s strategic landscape.

Focus on:

The Great Wealth Transfer: Strategies That Shape Generations

As trillions of dollars move from one generation to the next, families and business owners are looking to their trusted professionals for coordinated guidance.

During this exclusive 2½-day symposium, expert-led sessions, real-world case studies and collaborative discussions will examine the tax, estate, business, retirement and legacy considerations surrounding one of the largest transfers of wealth in history.

Together we will gain practical insights that can help:

Address more sophisticated planning challenges
Bring greater coordination to the client experience
Protect family businesses and support succession planning strategies
Strengthen relationships across multiple generations
Create opportunities for the long-term growth of both practices

You may also earn up to 14 CPE credits while building a stronger professional relationship to support the clients we serve.

CPAs and financial professionals attend and register together. I’d welcome the chance to tell you more and discuss attending together.

Attend together. Learn together.
Return better prepared to help clients plan for what comes next.

[Agent Name]
[Agency Name]
[Business Address]
[Phone #]
[Email]
[(If in CA or AR) State Insurance Lic. #:]
[Calendly link if applicable]

One National Life Drive, Montpelier, VT 05604 | www.NationalLife.com

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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.

Dates: Monday, November 9–Thursday, November 12, 2026. Arrivals and welcome reception on November 9. Full-day sessions on November 10–11. Half-day session on November 12. Departures in the afternoon.

Learning Objectives: The attendees will be introduced to multiple advanced planning topics during the 2½-days of the Symposium. The objective is for attendees to be able to understand each presentation concept at a high level to help them identify needs and introduce the information to clients.

Location: Renaissance Dallas Addison Hotel, Addison, TX | Delivery Method: Group Live

Course Level: Intermediate | Prerequisites: None | Advance Preparation: None | Total CPE Credits offered: 14

Cost: Tuition is $1000 per person and includes registration, seminar materials, hotel stay for 3 nights, welcome reception and meals as scheduled on the meeting agenda. Attendees are responsible for their own airfare and ground transportation expenses. There will be an additional $200 surcharge for guests of attendees who are partaking in meals but not attending the program.

Refund policy: In the event that an insufficient number of registrants forces the cancellation of the program, each participant will be notified. The decision to cancel a program is made one week prior to the scheduled date. Full refunds, where applicable, will be made.

Complaints: Complaints should be submitted in a written format to the program sponsor. Cases will be addressed on an individual basis. National Life Group (NASBA I.D. #103339) 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. The 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

No bank or credit union guarantee | Not a deposit | Not FDIC/NCUA insured | May lose value

Not insured by any federal or state government agency

Guarantees are dependent upon the claims-paying ability of the issuing company.

Agent and Financial Professional Use Only – Not For Use With The Public

TC9058401(0826)1 | Cat No 109407(0826)