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

Three Reasons to Attend the 2016 CPA Symposium with CPE Credits

Three Reasons to Attend the 2016 CPA Symposium with CPE Credits

| April 06, 2016

On June 16th, we’re hosting the 2016 CPA Symposium at Infinity Hall in Hartford, Connecticut. If you’re a CPA, you don’t want to miss out on this one-day-only event. Why? Here are just three reasons:

Gain Valuable Knowledge

As a CPA, you know how important it is to stay up-to-date on the latest industry trends, upcoming changes, and opportunities for building your business, increasing revenue, and gaining more valuable clients. This symposium include multiple courses and breakout sessions, including “How to Integrate Wealth Management Services into Your Practice,” “Small Business Retirement Plans Mean Big Business,” and “Social Security Optimization: Helping Clients Optimize Income.”

These business planning presentations are led by expert speakers and industry leaders who have years of experience in their respective fields, including attorneys from Halloran and Sage, LLP, an insurance and retirement planning specialist from Pacific Life Retirement Solutions Division, and financial advisors from Nobile Hinchey Private Wealth Management. With new insights into business planning and expansion opportunities, you can start planning for the future growth of your firm.

Network with Fellow CPAs and Industry Experts

Networking is the first step in building new partnerships, gaining referrals, discovering best practices, and expanding your practice. This symposium is a great place to meet and learn from fellow CPAs, as well as connect with industry expert speakers, from attorneys to financial advisors. You can also learn about how to build valuable partnerships with wealth management firms, legal practices, and insurance consultants in order to offer your clients a wider array of services.

Earn CPE Credits

The cherry on top of an invaluable learning experience and networking opportunity is the chance to earn CPE credits. By attending the CPA Symposium’s breakout sessions and courses, you can earn up to 6 CPE credits for free.

And don’t forget, lunch, learning materials, and complimentary valet parking are all provided. The 2016 CPA Symposium is sure to be an incredible event and learning opportunity for CPAs in all stages of their career. Register for the event today to save your seat!


About CPA Squared

The CPA Squared program is an easy to implement turn-key program to successfully integrate wealth management services into your practice. Our program makes it easy for your firm to complete the process within 60-90 days and offers benefits including:

  1. Demonstrated profitability
  2. Step-by-step implementation process
  3. Experienced advisory team
  4. Low upfront costs
  5. Outstanding service and support
  6. Over 20 years of excellence