Learn about the challenges, both business and legal, that arise in these partnerships.
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financialplanning Sponsor Content from Republic Capital Republic Capital
Web Seminar
The Significant Opportunity Created by Wealth Management and CPA Partnerships
Thursday, Jul 20, 2023 at
02:00 pm ET / 11:00 am PT
60 minutes
REGISTER NOW
Hello Voornaam,

The webinar will focus on the benefits of partnering a wealth management firm with a CPA firm, both from a client service perspective and a firm financial perspective.  The panel will also discuss the challenges, both business and legal, that arise in these partnerships.

Speakers
John Langston
Founder and Managing Partner
Republic Capital Group
(Speaker)
Jim Collins
Managing Director, General Counsel
Republic Capital Group
(Speaker)
Matthew P. Bosher
Partner
Hunton Andrews Kurth LLP
(Speaker)
Kevin M. Georgerian
Partner
Hunton Andrews Kurth LLP
(Speaker)
Lawrence Miles
Chief Executive Officer
Choreo Advisors
(Speaker)
Danielle Lee
Managing Editor
Accounting Today
(Host)
REGISTER NOW
NASBA CPE Credit is being offered for this webinar.**
SourceMedia Inc. d/b/a Arizent 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. State Boards of Accountancy have the 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.
** In order to qualify to receive the CPE credits, you will need to attend and stay on the live web seminar for its duration, which is about 60 minutes. This web seminar is not approved for IRS CPE Credit.
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