When
Tuesday, September 20, 2022 at 8:00 AM EDT-to-
Wednesday, September 21, 2022 at 4:00 PM EDT
Add to Calendar
Contact
Joseph TucciaroneNational Network of Accountants
516.629.9046
jjtucciarone@nnaplan.com
National Network of Accountants Two Day Seminar
JOIN US FOR THE LONG ISLAND TWO DAY CPA EDUCATIONAL FORUM ON SEPTEMBER 20th & 21st AT THE HOFSTRA UNIVERSTY CLUB
YOUR CLIENTS ARE LOOKING FOR YOU AS THEIR MOST TRUSTED ADVISOR!
DON'T MISS THE EVENT YOUR PEERS ARE ALL TALKING ABOUT!
Participating Will Help You To:
• Expand your knowledge by choosing from multiple educational sessions
designed for all levels of experience
• Find new ways to work more efficiently and effectively by
interfacing with resource partners
• Share ideas and knowledge by participating in a variety
of formal and informal discussions
• Boost your business ideas with more options to earning
continuing education and study in-depth topics
Specifically, you will find a convenient way of stepping up to the challenge of addressing the dynamic process of financial planning. Sessions focus on all components of financial planning presented in a way that honors the planning process from speakers who really get it!
You will have an opportunity to further explore the skills and integration of planning itself, apart from technical strategies.
The National Network of Accountants will be hosting a special Two-Day Practical Skills Educational Forum for accountants interested in learning methods of incorporating financial planning services into their practices. This course is approved for CPE credits and CPAs who attend will qualify for up to 12 CPE credits.
TOPICS TO BE COVERED: Estate Planning • Risk Management • Investment Planning • Pension Planning
SEPTEMBER 20th & 21st, 2022
8:00am to 4pm
Two Day Seminar Cost of $289 Includes
Breakfast & Lunch Both Days and 12 CPE Credits
Breakfast & Registration 8:00am to 8:30am
Class 8:30am to 4:00pm Each Day
Larry Seiden Partner, Cohen, Philips & Seiden
" The Financial Planning Seminar was the perfect opportunity to understand the overall topic of Financial Planning. The staff provided a sophisticated academic viewpoint with a hands-on business approach. They presented me with a new perspective on topics I was already familiar with as well as showing me entirely new ways to market this valuable service to our clients."
Roger Ciacco, CPA
“In two densely packed days, the NNA instructors covered the basic principles and corollaries of Financial Planning. The professional assistance and competence of National Network of Accountant’s advisors has enhanced our ability to provide high quality financial planning services to our clients.”
Stuart M. Mordfin, CPA Mordfin Group
"I just wish to thank your entire organization for the professional way in which you assisted us in our efforts to enter the comprehensive financial planning market. You have been both an inspiration and a fountain of knowledge. Our clients have been extremely impressed with the way your staff has conducted themselves ad they have been pleased with the results."
Dan Bracciodieta, Partner Daniel R. Bracciodieta & Associates
"The NNA Two-Day Seminar was the perfect opportunity to understand the overall topic of Planning for our clients. These new services have provided us with three essential benefits. the benefits are to protect our clients from competition, second, to increase revenue and third, to add new clients to our practice."