Learn about the challenges, both business and legal, that arise in these partnerships.
| Sponsor Content from Republic Capital | | Sponsor Content from Republic Capital | 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. |
| 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) |
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| | Kevin M. Georgerian | Partner Hunton Andrews Kurth LLP | (Speaker) |
| | Lawrence Miles | Chief Executive Officer Choreo Advisors | (Speaker) |
| | Danielle Lee | Managing Editor Accounting Today | (Host) |
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| | | 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) |
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| | 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. |
| | 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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