Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.

124 Hebron Ave.
Suite 3B-1
Glastonbury, CT 06033


Michael Nobile

(860) 659-5977

Agenda Released for CPA Symposium

Agenda Released for CPA Symposium

| May 09, 2016

The 2016 CPA Symposium will take place on June 16th at Infinity Hall in Hartford. This is a valuable opportunity to earn up to 6 CPE credits for free and walk away with beneficial learning materials that will assist you in your goals of expanding your firm.

We recently released the agenda for this year’s event and want to reveal the content that will be shared. Here is a look at the inspirational and educational sessions offered:





Registration & Continental Breakfast

8:30a.m. - 10:30a.m.

Michael Nobile & Scott Hinchey


How to Integrate Wealth Management into Your Practice

10:15a.m. - 10:30a.m.



Henry Beck, Jr/Vincent A. Liberti, Jr/Leslie Grodd

Succession Planning Protecting and Reaping Just Rewards

12:30p.m. -1:15p.m .


1:15p.m. -3:15p.m.

Kristen McGarry, CRC

Small Business Retirement Plans means Big Business

Social Security Optimization

Our goal is to help CPAs stay up-to-date on industry trends and areas of opportunity. We look forward to offering the following expert breakout sessions:

How to Integrate Wealth Management into Your Practice

Michael Nobile and Scott Hinchley will lead this session which will equip you with information that will be indispensable for building your business, increasing revenue, and growing your clientele.

Succession Planning

Taught by Henry Beck, Jr., Vincent A. Liberti, Jr. and Leslie Grodd of Halloran and Sage, LLP.  Succession planning is an integral part of growing your firm and ensuring the future success of your business. These three seasoned attorneys bring essential knowledge to this discussion.

Small Business Retirement Plans means Big Business

Instructed by Kristen McGarry, CRC. Kristen is an expert in her field with a passion for creating retirement income solutions for clients. Her background in retirement planning will bring new insights during these sessions.

Other Benefits of Attending

In addition to the knowledge and expertise presented in the lectures, each topic will also incorporate smaller discussions. This one-day event will include complimentary valet parking, a continental breakfast, and lunch. There will be plenty of opportunities to network with industry leaders and fellow CPAs. This is a can’t-miss event for anyone in the industry with a desire to improve their business and plan for their firm’s future.

For more information, or to register for this important event, click here!

About CPA Squared

The CPA Squared program is an easy to implement turn-key program to successfully integrate wealth management services into your practice.