- NEW World: The world continues to change in many unexpected and unpredictable ways. What impact will these changes have on the financial services industry now and in the future, and how can strategic partnerships help meet these new challenges and bring financial solutions to business owner and high-net worth clients?
- NEW Opportunities: We’ll discuss a variety of ideas and solutions to bring financial services to your partners and clients.
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:
May 26-29
May 26: Arrivals & Welcome Reception
May 27: Full Day & Reception
May 28: Full Day
May 29: Half Day & Departures
Arrival:
Plan to arrive on
Tuesday, May 26
# of CPE Credits:
16 CPE Credits
Cost:
$1,000 per person - an agent must register with 1 CPA in order to attend
Registration Deadline:
May 1, 2026
Tuition of $1,000 per person includes:
- Registration and seminar materials
- Hotel accommodations for the 3 nights of the program (May 26, 27, and 28) - at the Aria Las Vegas
- 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
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Dates: Tuesday, May 26 – Friday, May 29, 2026. Arrivals and Welcome Reception on Tuesday, May 26. Full-day sessions on Wednesday, May 27 and
Thursday, May 28, half-day session on Friday, May 29. Departures the afternoon of May 29. | 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: Aria Hotel &
Casino, Las Vegas, NV | Delivery Method: Group Live | Course Level: Intermediate | Prerequisites: None | Advance Preparation:
None | Total CPE Credits offered: 17 | Cost: Tuition is $1,000. 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 $200 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