Nov 9 - 12, 2026

 

The Great Wealth Transfer: Strategies That Shape Generations

As trillions of dollars move from one generation to the next, clients are looking to their trusted advisors for guidance. This exclusive 2.5-day CPE symposium equips CPAs and financial professionals with practical strategies to navigate today's evolving tax, estate, business, and retirement planning landscape. Through expert-led sessions, real-world case studies, and collaborative discussions, you'll gain insights that help protect family businesses, optimize legacy planning, strengthen client relationships, and position your practice for long-term growth.

 

In order to be considered and register successfully, all agents must:

  • Be in good standing with National Life Group
  • Have submitted business in the past year
  • Register and attend with one or more committed CPA partner

We maintain the right to deny registration if the above criteria are not met.

Dates:

November 9 - 12, 2026

November 9: Arrival, Welcome Reception

November 10: Full Day Meeting

November 11: Full Day Meeting

November 12: Half Day Meeting and Departures 

Arrival:

Plan to arrive on 

Monday, November 9

# of CPE Credits:

14

Cost:

$1000 per person - an agent must register with 1 CPA in order to attend

Registration Deadline:

October 9, 2026

Tuition of $1000 per person includes:

  • Registration and seminar materials
  • Hotel accommodations for the 3 nights of the program (November 9 - 12) - at the Renaissance Dallas Addison
  • Company-sponsored meals (see the Agenda)
  • Attendees are responsible for their own airfare and ground transportation, as well as any hotel stay extensions pre- or post- the meeting dates.

 

 

Countdown to the Event

See you in 88 days 3 hours 39 minutes
  • 88
    Days
  • 3
    Hours
  • 39
    Minutes
  • 30
    Seconds

Dates: Monday, November 9 - Thursday, November 12. Arrival and Welcome Reception on Monday, November 9. Full day meeting on November 10 and 11, and a half day meeting on November 12. 

Learning Objectives: The attendees will be introduced to multiple advanced planning topics during the 2½ days of the Symposium. The objective is for attendees to be able to understand each presentation concept at a high level to help them identify needs and introduce the information to clients. | Location: National Life Group's Addison Campus | Delivery Method: Group Live | Course Level: Intermediate | Prerequisites: None | Advance Preparation:

None | TOTAL CPE CREDITS: 14  | Cost: Tuition is $1000. Per-person tuition will include registration, seminar materials, hotel stay for 3 nights, welcome reception and meals as indicated on the meeting agenda. Attendees are responsible for their own airfare and ground transportation expenses. There will be an additional charge of $250 per guest of attendees who are partaking in meals but not attending the program.

 

Refund policy: In the event that an insufficient number of registrants forces the cancellation of the program, each participant will be notified. 

The decision to cancel a program is made one week prior to the scheduled date. Full refunds, where applicable, will be made.

Complaints: Complaints should be submitted in a written format to the program sponsor. Cases will be addressed on an individual basis. 

National Life Group (NASBA I.D. #103339) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. The State Boards of Accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org