Teleconferences
Monthly Teleconferences provide discussions of client-centered planning strategies that benefit all advisors. Use these regularly scheduled teleconferences as a Study Group to effortlessly network with your colleagues on a monthly basis with topics that are relevant to them - and you.
The CPE Series for CPAs is a practical and relevant monthly teleconference series designed specifically for CPAs. Moderated by nationally known expert Robert S. Keebler, CPA, and like the Monthly Teleconferences, these teleconferences include everything you need (invitations, materials, CPE credits, etc.) to effortlessly create productive referral relationships between CPAs and other wealth planning professionals.
Find out more about our Teleconferences and other upcoming events on our Events page.
Or hear one for yourself: Download a free Teleconference.
next: Retreats
“Today's monthly teleconference was simply outstanding! In my estimation, the referrals generated from the practical information presented in this one teleconference have probably financed my entire membership in The Advisors Forum and WealthCounsel for as long as I will be practicing law. Just outstanding support. Thank you!” Randy Coleman, Esq.
The Coleman Law Firm, Jacksonville, FL