Helping People Make Smart Choices About Their Money

CONNECT

Address:

575 Union Blvd Ste 201
Lakewood, CO 80228

Phone:

(303) 893-8700 Toll Free (866) 674-6296

Fax/Other:

720-946-0226

           CPE Program - "Growth Opportunities for CPAs in Wealth Strategies                                                               and Financial Planning"

ENROLL NOW

Come join us for 8 hours of complimentary CPE.  Learn how to grow your CPA practice in a collaborative environment.  

If you are a CPA and considering expanding your practice into the world of fee based financial services, you MUST attend this no-nonsense, nuts and bolts program.  Know the facts, save time and money, and accelerate your success.

When:  8:00 am to 5:00 pm - Thursday, November 29, 2018 - Includes Morning Coffee, Tea, Snacks, and Lunch

Where:  Homewood Suites Lakewood - The Mallard Room - 139 Union Blvd Lakewood, CO 80228

Normandy will be providing a classroom style presentation for 8 hours of complimentary CPE.

Learning Objectives

The program emphasizes the real issues and dispels the myths associated with expanding into financial services, topics include:

  • The Top Concerns for CPAs
  • Interdisciplinary Practices - What They Mean To You And Your Client
  • Differentiating Yourself And Creating Value For Your Client
  • Why Independence Is Critical
  • Compensation - Who Gets Paid What
  • What It Takes To Get Operational
  • The Role Of Life Insurance and Annuities
  • Estate Planning And Control Issues
  • Opportunities In Qualified And Non-Qualified Retirement Plans
  • Cybersecurity, Confidentiality And Data Breach Concerns
  • Licensing Requirements, Regulatory Bodies And Compliance
  • Explore Different Approaches To Setting Up Your Practice And Servicing Clients

Field of Study 

  • Finance

Prerequisite/Advanced Preparation 

  • No prior preparation is required

Program Level

  • Moderate to Advanced

Registration

  • ENROLL NOW

  • If you prefer, you can call 303-893-8700 Ext 5 for Charles Partheymuller or Ext 6 for Derek Landis.
  • Also, you may email Charles@NormandyGroup.com or Derek@NormandyGroup.com
  • Limited Seating - To reserve your place please register at your earliest convenience

Resolutions

  • Normandy Collaborative will always do our very best to exceed expectations.  If for some reason we were unable to do this, please reach out to Derek Landis and he will be happy to resolve your issue.  You may reach Derek at 303-893-8700 Ext 6.  We appreciate your feedback and will look forward to being of service, we will reply to all inquiries in a timely manner.  

 

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Check the background of this financial professional on FINRA's BrokerCheck