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PRODID://NDCP//508940
BEGIN:VEVENT
DTSTAMP:20260531T150918
VTIMEZONE:America/Chicago
DTSTART:20260921T200000Z
DTEND:20260922T000000Z
UID:508940
SUMMARY:The CPA as Strategic Advisor: Leading the Client Advisory Team
LOCATION:Webinar
DESCRIPTION:The CPA as Strategic Advisor: Leading the Client Advisory Team\n\n09/21/26 03:00 PM CST\n - 09/21/26 07:00 PM CST\Description:\nThis course provides tax and accounting professionals with a framework for serving as the lead advisor in a multidisciplinary planning environment. Participants will explore how to coordinate with attorneys, financial planners, insurance professionals, and bankers to deliver integrated planning strategies.
 The course emphasizes identifying opportunities across estate, financial, retirement, and tax planning while managing collaboration and delivering cohesive client solutions.
 Speakers:Arthur Werner\Location:\nWebinar\n\n,
X-ALT-DESC;FMTTYPE=text/html:The CPA as Strategic Advisor: Leading the Client Advisory Team<br /><br />09/21/26 03:00 PM CST - 09/21/26 07:00 PM CST<br />Description:<br /><p style="margin-bottom:11px">This course provides tax and accounting professionals with a framework for serving as the lead advisor in a multidisciplinary planning environment. Participants will explore how to coordinate with attorneys, financial planners, insurance professionals, and bankers to deliver integrated planning strategies.</p>

<p>The course emphasizes identifying opportunities across estate, financial, retirement, and tax planning while managing collaboration and delivering cohesive client solutions.</p>
<br><b>Speakers:</b><br>Arthur Werner<br><br />Location:<br />Webinar<br /><br />,  
PRIORITY:3
TRANSP:TRANSPARENT
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DESCRIPTION:Reminder
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