GROWTH THROUGH PARTNERSHIP

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Provide clients with added-value services to meet their needs: aiding in growth, protection, and preservation of assets. Increase your profitability, remain current with changes in the marketplace.

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Explore Our Exclusive Events

Discover the latest trends, strategies, and insights in the financial industry.

The Great Collaboration Conference 2024

Date: Saturday, May 11

Time: 8:00 AM - 5:00 PM CST

Speaker: David McKnight, author of "The Power of Zero"

Description: Attend the Great Collaboration Conference and gain valuable knowledge from David McKnight. Act quickly - seats are filling up!

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CPA Symposium

Date: June 11-14, 2024

Location: Las Vegas

CPE Credits: 16

Description: Attend the CPA Symposium and gain access to the latest trends, strategies, and innovations in accounting from a leading figure in the field. Act quickly - only 100 seats!

Tuition Fee Reimbursement Available

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Join Our Monthly Webinars

Get total 28 hours of CPE credits and download our 12-page Growth Through Partnership guide.

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Ensure a secure future with our comprehensive retirement plans.

CPA ADVANTAGE PROGRAM:

CPA Advantage offers a proven program for CPAs and financial professionals
to generate additional income by offering requested financial services and products.

Strengthen client relationships

Offer value-added services

Expand your business opportunities

Generate additional income

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KAI-ZEN:

Kai-Zen offers you up to an additional 3 times more money
to fund a unique cash accumulating life insurance policy
using leverage.

Potential for more accumulation

Maintain current lifestyle

More protection for you and your family

Diversify your assets

60-100% MORE FOR RETIREMENT